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Technology Stocks : Dell Technologies Inc.
DELL 133.01-5.5%1:40 PM EST

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To: Jerry Miller who wrote (116376)4/11/1999 10:05:00 PM
From: stockman_scott  Read Replies (1) of 176387
 
<<you have any thoughts about the rotation ?>>

Yes, I feel that some money will migrate from the poorly performing software and hardware firms TO the internut sector. DELL will start to climb again after INTC releases earnings and IMHO could be at new highs by the time DELL releases earnings. Yet, I feel that a number of the leading internet companies will continue to attract new money.

At the moment, all I own is DELL and some very high quality internut stocks. They trend can be your friend. Soon enough folks will also understand the power of DELL's internet initiatives.

Good Luck Investing.

Regards,

Scott
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