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Technology Stocks : Dell Technologies Inc.

DELL 133.93

-4.9%

3:59 PM EST

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To: musea who wrote (89666)	1/18/1999 9:09:00 AM
From: TCBinAugusta	Read Replies (3) of 176387

Hi Musea, What I would do with $100K would depend on a lot of factors. However, my thoughts on AOL, FDX and IOM are as follows: AOL - I think ATHM is going to eat into their market share - it is cable vs telephone. FDX - I personally have bought a few things on E-Bay. Practically every item has been delivered by - guess who - U.S. Post Office (Express Mail). I think the perception of FDX benefiting from the internet "boom" is way overstated. IOM - Company has been under pressure for a long time. A good product but easily duplicated by a competitor. I don't see anything big in this company unless taken over by a buy-out. But if IOM is manufacturing at a loss, why would, say, Dell or someone buy them? Why 'buy the cow when you can get "free" milk'? I have been almost 100% in Dell up until recently when I bought some ATHM. I will repeat my predictions for February 15 (and they are worth what you pay for them!): Dell - $100 and headed for a split ATHM - $150 AOL - Unchanged or perhaps down Of the three, the Dell prediction is the one I have the most confidence in. Good luck! TCB

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