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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: Venkie who wrote (109551)	3/15/1999 5:27:00 PM
From: stockman_scott	Read Replies (1) of 176387

Congratulations on a great day.... Our market moves higher and DELL marches onward and upward. My farm team (of high potential companies) has really been kicking into gear and there is A LOT of green on the screen: Some of my positions (besides DELL) that really moved today.... AOL up 6.9% CMGI up 17.5% (added to my position today) EPAY up 59.5% XNET up 85.7% (bought for the 3rd time today) My loser --- VERT -- didn't continue to go vertical like I thought it would... I read some things that concerned me about the valuation in the near term...sold it at a 5% loss.....Yet, the other positions are larger and more than made up for this move. These internet stocks are really rocketing. I hope these fund managers wake up soon and understand that DELL is more of an internet stock than they realize <ggg> !!!! We would all love that and many of us continue to have DELL as our LARGEST holding. I am still convinced that this will pay off in the LONG TERM. DELL has a great future ahead of it -- especially as we move into this new digital economy. Regards, Scott

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