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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: Chuzzlewit who wrote (104995)	2/25/1999 2:25:00 PM
From: stockman_scott	of 176387

<<And to be a successful investor you must learn to develop a long term visions. You need a vision that extends beyond the next earnings report and reaches out five or more years. I believe that investing is like buying a business yourself. And if many of us could develop that mindset we would be unconcerned with the daily market movements >> Chuzz: Those are wise comments. You sound like Warren Buffet today<ggg >. If I could only invest in one business, it would be DELL. I have never been more comfortable with the company as a LONG TERM investment. It is because I have confidence in DELL's management, its business model, its ability to innovate, its ability to execute, and its ability to maintain a strong "ownership culture." Michael Dell is a true visionary and has attracted, motivated and retained TOP TALENT. The DELL track record speaks for itself. IMHO, there are VERY FEW business franchises like DELL's. That is why I have chosen to commit 2/3 of my LONG TERM investment dollars to DELL stock. This decision has paid off and I am very comfortable with it. Yet, I will not take DELL's success for granted. I will monitor their performance and give them time to roll out major new growth initiatives. I feel the next five years will be great years of expansion for DELL. They are scaling their business model and leveraging the power of the internet in some very effective ways. I feel comfortable holding my DELL shares for the LONG TERM. It's an outstanding company to invest in and support. I'll leave you with a quote that is quite powerful: "DELL Computer....is perhaps the purest example of the efficiencies made possible by information technology." --New York Times Regards, Scott

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