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Technology Stocks : Dell Technologies Inc.

DELL 125.97

-3.8%

Nov 25 3:59 PM EST

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To: Mark Peterson CPA who wrote (129368)	5/27/1999 2:51:00 PM
From: rudedog	Read Replies (3) of 176387

Mark - Good thought. Here's a well deserved compliment for Jim Kelley. In fall of 1997, Jim did a series of posts on CPQ inventory problems. In December, when CPQ took a dip, I sold 20% of my CPQ holdings and bought DELL with it. Obviously the best investment I ever made, and done largely on my confidence in Jim's analysis. To date I am up a little over $2.8M on that transaction.

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