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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 9:30 AM EST

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To: Mohan Marette who wrote (115211)	4/8/1999 2:24:00 PM
From: stockman_scott	Read Replies (3) of 176387

<<PC analyst Kimberly Alexy of Prudential Securities attended the meeting. She said the strategy of Internet-based sales was the right approach for the company. Dell officials “reinforced the theme that they have the right business model. Other companies are trying to emulate this model and are not succeeding as well. Dell's focus on the Internet takes the company to the next level,” she said. >> Mohan: I think you should email this to every LARGE Growth Fund Manager. They don't seem to get it yet <VBG>...We need a large, Credible Fund (like a Janus 20) to say they aggressively buying DELL at these prices. Many Funds own DELL....but they could sure own A LOT more.....Look how they have been buying AOL like its going out of style <ggg>!!.... Just Some Thoughts. Regards, Scott

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