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

To: kemble s. matter who wrote (137734)	7/26/1999 10:29:00 PM
From: Sam Bose	Read Replies (2) \| Respond to of 176387

Hi Kemble! Wish more people (including fund managers) thought the same way you do, did their own homework instead of following the herd, and had the same faith and conviction in DELL's exemplary management team. The only one I came across was the famous Bill Miller of Legg Mason Value Trust who still has DELL as his largest holding, and intends to keep it that way: he told me at the LA TIMES Investment Conference a couple of months ago that he doesn't see any change in DELL's fundamentals, so no reason to sell. In contrast, at the same conference I had a run-in with Kim Polese, who manages American Century Growth. She dumped her entire DELL holding after Niles downgrade......gave me the same tired argument about valuation, slowing growth....I walked away with disgust. <G> What will you do if you get your hands on your 401B funds??? Let me guess.....BUY MORE DELL? <VBG> Best Wishes, Sam

To: kemble s. matter who wrote (137734)	7/26/1999 10:46:00 PM
From: Bandit19	Read Replies (1) \| Respond to of 176387

Kemble, Hi! Here are some remarks from the Spears Report concerning DELL: "DELL was hurt this past week by IBM and Microsoft both predicting slower computer sales in coming quarters. DELL says they're nuts. The stock has run from a low of 33 in early June to a high of 44 on July 15, but left a gap at 40-41 that just got filled on Wednesday and Thursday. When the dust settles, I believe this will have proved to be a nice little buying opportunity in the second largest computer company in the world, and one that is growing internationally at unprecedented rates and continuing to hammer its competition on every front. The idea that the PC is dead is as silly as the prediction ten years ago that the video cassettes would kill the movie theatres. Internet appliances will expand the use of the Net, not replace computers." Still LONG and LOADED with DELL!! Steve