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

To: stockman_scott who wrote (139807)	8/18/1999 2:24:00 PM
From: GVTucker	Read Replies (1) \| Respond to of 176387

scott, RE: Why the difference in opinions? No matter what trading position you take, whether you are buying DELL or shorting DELL, there is a person that is smarter than either you or I who is taking the other side of the trade. The fact that analysts have a difference of opinion is normal. That's what makes markets. BTW, understanding the point of view of that intelligent individual on the other side of your trade in IMO one of the most important things that you can do in your due diligence.

To: stockman_scott who wrote (139807)	8/24/1999 5:20:00 PM
From: freeus	Read Replies (1) \| Respond to of 176387

To Scott and all: Janus 20 will no longer give me the % of each stock that they hold: when I get the quarterly report I'll know but that is always months behind the times. Oh well. Their website shows merely that: The top 10 holdings of Janus 20 are: Aol MCI Worldcom Amer Internl Group MSFT Csco Nokia Dell Sun Microsystems GE Time Warner In addition whereas the top 10 used to be 65% of the fund now its 53% so they are diversifying (deworsyfying)? more. They must have had too many complaints from the downturn of this year...too bad because its their aggressive stance that had them in the number one and two position in growth mutual funds for so long. Also their holdings of internets is 9% so I assume that's mostly aol, down considerably. Computers 8.3%, mostly Dell, down considerably. Tellicommunications 6.4% and Multi Media 6%. Freeus