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Technology Stocks : Dell Technologies Inc.
DELL 122.70+0.2%Nov 18 3:59 PM EST
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To: Bruce Ravelson who wrote (64556)9/9/1998 10:52:00 PM
From: stockman_scott  Read Replies (2) of 176387
 
Bruce: Thanks for posting. Kemble and many others on this thread are full of insights and inspiration. They have motivated me to take a LARGE position in DELL. It has been a wise move and I'm enjoying the ride.

I have more confidence in DELL today then I ever did. Notice how DELL has not sold off like many other stocks (it is less than 15% off its high). DELL is the highest quality stock in its category and its momentum is INCREASING. I now have over 70% of my long term holdings in DELL and I'm sleeping very well. Recently I have sold my stock in
excellent firms like MRK and MSFT in order to buy more DELL. IMHO, DELL's risk/reward profile is better. The top performing Janus 20 fund has over $1B of its $10.5B in DELL. A few days ago SG Cowen Securities issued another report on DELL. Here are some highlights:

-We Maintain a Strong Buy on DELL.

-"We look for the gap between DELL and competition to widen, dramatically."

-Business Momentum is Strong in all key markets.

-"Bottom Line -- DELL remains a terrific story....it is extending its business model to the next level by aggressively leveraging web-based direct infastructures.....DELL is poised to generate continued market share gains."

Hmmmmm.....The "smart" analysts and fund managers understand DELL's true potential.

Just Buy and Hold DELL -- it will be the best thing you could ever do as an investor. Forget about market gyrations. Bet big on a company that can EXECUTE better than any competitor.

Good Evening Everyone.

-Scott
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