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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: kemble s. matter who wrote (116260)	4/11/1999 6:23:00 PM
From: stockman_scott	Read Replies (1) of 176387

In An Exclusive SI Interview with Dennis McKechnie of The Pimco Innovation Fund....You will see DELL is a core holding (one of his top ten positions)...and he is quite confident about their future...here are excerpts from the recent interview (4/9/99).... <<Now that the Dow Jones Industrial average has surpassed the 10,000 hurdle, the Pimco Innovation Fund just broke a similar numerical milestone and that was the $1 billion in assets hurdle. The Innovation Fund's assets have swelled from $300 million last fall, to around $1 billion currently. One reason why their funds assets have swelled so dramatically was because their fund returned an astronomical 79% last year. In the funds first four years of existence, the Innovation Fund gained 278% versus 147% for their comparable peer group. Dennis McKechnie, manager of the Innovation Fund takes a unique approach when investing. Most of all, he focuses on the fundamental drivers of company. Dennis likes the fundamentals of a company to be strong, along with surprising expectations or "drivers" to the upside. He also likes to identify trends upstream. The Innovation Fund is a broad technology fund and mainly composed in high tech leaders. The fund is fairly concentrated, contains between 35 and 40 names and also invests in up to one third of their holdings in non technology innovators (companies that do not produce technology products but try to "out innovate" their competition). Dell (DELL 45). As everyone knows, their stock was recently wacked down on concerns of slowing revenues. Dennis mentions that the PC industry is typically slow during the first few months of the year. He believes that PC sales have shown signs of strength and will begin pick in the coming months. "I love Dell's business model... They are the most efficient producer of computers and they get stronger everyday." >> ------------------------------------------------------------------------------------------------------- Hmmmm.....even a few pros are willing to admit that DELL is THE HARDWARE STOCK TO OWN <GGG>....That business model and ability to execute sure catches their attention. IMHO, the more conservative Funds will be jumping on the DELL train soon....it won't be on sale much longer..!!! Best Regards, Scott

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