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Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

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To: Mohan Marette who wrote (116074)	4/10/1999 7:24:00 PM
From: stockman_scott	Read Replies (2) of 176387

<<Dell is probably one of the few companies in the major leagues who make money by spending very little of their own [that there is the killer application if you will],I think this is what most people fail to understand. >> Mohan: You are on target here....DELL IMHO is a firm that doesn't have "a monopoly" but it clearly has generated better ROIC and better returns for investors than some of the co-called monopoly firms (like INTC and MSFT) ..<GGG>.... We are in business as investors to make MONEY and not bet on monopolies... I choose to bet on MSD and his team -- they have a unique virtual integration business model that is the envy of the high tech industry. Friday I sold the last of my AOL (at around $161)-- great company -- had a nice runup...but I diversified into some younger internut plays. DELL is now my highest market cap. company in the portfolio and its got a reasonable valuation, great growth prospects, and is helping to enable the digital economy to reach its potential. Best Regards, Scott

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