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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: edamo who wrote (134260)	6/23/1999 11:53:00 PM
From: OLDTRADER	Respond to of 176388

RE:EDAMO-JANUS has 55556824 shares of DELL according to the latest VICKERS report. They are the third largest institutuional holder.wbm PS:I see no reduction-story probably planted by Fleckenstein.wbm

To: edamo who wrote (134260)	6/23/1999 11:58:00 PM
From: stockman_scott	Respond to of 176388

<<.re janus twenty if you go over to morningstar, they actually give an indication of (+) to dell, which shows janus adding to the position since last period. it looks like they have much cash on the sidelines. >> edamo: It doesn't surprise me...The Janus 20 Fund tends to buy when there is IRRATIONAL fear -- nothing like picking up a great stock like DELL at a deep discount. Remember, Janus probably understands DELL's true potential better than many of the ANALysts (or "experts")...Janus is known for DIGGING DEEP and doing lots of homework -- I am sure they have talked to many at DELL, the suppliers, the competitors, the customers, the CIOs, ETC....I also wouldn't be surprised if the Janus Funds continue to outperform the vast majority of alternatives in the mutual fund universe (over the LONG TERM). The Janus organization is better by design -- sorta like DELL <GG> ..!! Best Regards, Scott