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

To: stockman_scott who wrote (139796)	8/18/1999 2:22:00 PM
From: Mike Van Winkle	Read Replies (1) \| Respond to of 176388

re: my hunch is that in the next few weeks you'll see many of the large Growth Funds buying more DELL. In fact my hunch is that some of them own way too much HWP and IBM. ....and many of the Funds are what we call fast followers -- they wait for good news about a company's prospects to be verified and then board the train..!! Scott, It seems to me the funds tend to be "value" investors who like large bureaucratic companies with legions of service people going after the conservative insurance markets. Fast followers would be a kind label to tag on to their narrow shoulders. I hope Fidelity never buys another share of Dell and sticks with CPQ, IBM, and HWP. Mike

To: stockman_scott who wrote (139796)	8/18/1999 2:27:00 PM
From: Mike Van Winkle	Respond to of 176388

re: my hunch is that in the next few weeks you'll see many of the large Growth Funds buying more DELL. In fact my hunch is that some of them own way too much HWP and IBM. ....and many of the Funds are what we call fast followers -- they wait for good news about a company's prospects to be verified and then board the train..!! Scott, It seems to me the funds tend to be "value" investors who like large bureaucratic companies with legions of service people going after the conservative insurance markets. Fast followers would be a kind label to tag on to their narrow shoulders. I hope Fidelity never buys another share of Dell and sticks with CPQ, IBM, and HWP. Mike