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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: Venkie who wrote (116783)	4/12/1999 5:42:00 PM
From: stockman_scott	Read Replies (3) of 176387

~ OT ~ <<Don't forget..I own 900 shs of aol<gg>>> Venkie: I would consider selling atleast half of your AOL and put the proceeds in CMGI -- it has MUCH more upside and 1/10 the market cap. of AOL....Remember with CMGI you indirectly participate in many high potential internet IPOs in the next few years. I would be that CMGI will outperform AOL by atleast a 2 to 1 margin in the next 2 years....Just my views....Don't forget about a CMGI spinoff -- MSGI is a hot direct marketing / online infomediary... Good Luck Investing. Regards, Scott

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