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Technology Stocks : Dell Technologies Inc.

DELL 127.22

+3.8%

3:59 PM EST

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To: Bretsky who wrote (108421)	3/8/1999 10:37:00 PM
From: stockman_scott	Read Replies (2) of 176387

<<Well, I'm considering CMGI. Is that on your short list ? >> Brett: CMGI is my #2 holding after DELL. It is a great long term holding. IMHO, CMGI is as close as you can get to investing in a high performance, publicly traded Venture Capital firm. CMGI has a P/E that is half of AOL's and it is incubating alot of exciting new internet companies. There never has been a convenient time to buy a great stock like DELL or CMGI. Yet, IMO, 6-12 months from now they will be trading much higher than today's close. There are a few stocks on my "short list." DELL is up on top. Then on the farm team I like AOL, CMGI, eBay, and NTAP. Good Luck with your decisions. Regards, Scott

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