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Technology Stocks : Dell Technologies Inc.

DELL 133.18

0.0%

12:59 PM EST

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To: Chuzzlewit who wrote (122540)	5/5/1999 5:12:00 PM
From: stockman_scott	Read Replies (1) of 176387

<<Amazing how acute hindsight can be with some of these analysts. What were they saying in December? Now just how much do these guys get paid?>> Chuzz: I totally agree...Many of the ANALysts are biased and maybe even in bed with CPQ. It would have been nice for their clients if they had leveled with them (and told the truth) many months ago. Its amazing to me that Rosen is still Chairman. I'm surprised large shareholders haven't pressured him to move on. He claims the CPQ strategy is sound but the execution is bad....Hello....I think most independent observers (and former employees) will admit that the strategy is flawed. It does payoff when you invest in TOP QUALITY management. IMHO, all successful Growth Funds should liquidate the rest of their CPQ holdings ASAP and buy more DELL. It couldn't be easier <gg>..!! Focus on THE BEST prospects in each field and FORGET the rest. Look at the Janus 20 Fund and how they have outperformed virtually every other large Growth Fund. Do they fool around with CPQ -- no -- it wouldn't come close to meeting their strict performance requirements. Follow the BIG money and the SMART money. Its an interesting exercise. Best Regards, Scott

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