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Technology Stocks : Dell Technologies Inc.

DELL 127.22

+3.8%

Nov 24 3:59 PM EST

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To: Venkie who wrote (114808)	4/7/1999 4:05:00 PM
From: stockman_scott	Read Replies (1) of 176387

Good thing AOL is not one of top 3 positions....its Correcting (like it should)...I took some AOL profits recently and bought MCNS around $10/share -- check it out today....MCNS is a healthcare internet portal with new institutional coverage. Mkt. cap of a couple hundred million vs. AOL's (over $160 Billion)....You tell be where the upside is <ggg>...I feel sorry for my friends that put everything in AOL --I would feel more comfortable with larger positions in DELL, CMGI and more undervalued internut stocks. Just my Views. Regards, Scott

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