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Technology Stocks : Dell Technologies Inc.

DELL 117.44

-1.6%

3:59 PM EST

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To: freeus who wrote (129046)	5/26/1999 7:30:00 PM
From: stockman_scott	Read Replies (2) of 176387

<<Dell is no longer the number 2 holding of Janus 20. As of March 31, 1999 Janus 20 #1 Aol, 16.16% #2 MSFT 6.12% #3 Dell 5.5% (used to be 11%) #4 Nokia 5.47% #5 Time Warner 5.19% and #6 is Csco 5% Freeus >> Freeus: Thanks for sharing....I had a hunch that many of the BIG Funds have been selling DELL in the last few months. We did not move from the mid 50s to the mid 30s by accident. Yet, when the top performing $20 Billion ++ Janus 20 Fund cuts its DELL position in half in the last quarter --- that hurts. In fact, it looks like they have actually increased their AOL and Nokia positions. DELL clearly needs to give Janus (and many other investors) compelling reasons to increase their DELL holdings.... I will also admit that I have lightened up on DELL. That was just to diversify more and invest more aggressively in the internut sector. Check in with me next year and we'll see how that has worked ...I will hold my remaining DELL shares and ALL of my relatives continue to hold their shares. Thanks again for the update. Best Regards, Scott

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