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Technology Stocks : Dell Technologies Inc.

DELL 138.94

0.0%

Dec 5 9:30 AM EST

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To: Mohan Marette who wrote (49435)	7/1/1998 11:51:00 AM
From: stockman_scott	Read Replies (1) of 176387

Mohan: Thanks for the link to the Washington Post article. It clearly helps summarize why I doubled my position in DELL when it was about $84/share. This company is run by a pioneer and they create new paradigms (more often than their competition can effectively respond to them). Even though DELL has had an incredible run-up since 1990, I still feel that this is one of the best "blue chip growth stocks" in the high tech sector. Montgomery Securities seems to agree with me. On June 29 they re-emphasized that "DELL is still their favorite big-cap and its strong fundamentals should be helped in the 2nd Half by a better industry environment." They have a BUY on DELL and a current target of $125 (quite a conservative # IMO). Montgomery concludes their update by saying that "as usual, we expect DELL to comfortably beat Street EPS estimates and generate an increase to out -period estimates." ****Long Term DELL investors will continue to be rewarded for years to come. -Scott

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