Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Patrick E.McDaniel who wrote (148183)	11/30/1999 8:39:00 PM
From: Dorine Essey	Respond to of 176387

=DJ Transamerica's Bonavico Aims To Own Growth Leaders -------------------------------------------------------------------------------- 30 Nov 16:44 NEW YORK (Dow Jones)--Christopher Bonavico, portfolio manager for the Transamerica Premier Small-Cap Company Fund and the Premier Aggressive Growth Fund, prefers to own leaders in growth industries. "I only like to own my best idea, and if I had a better idea, I won't dilute my portfolio with my second-best idea," Bonavico told CNBC Tuesday. In selecting companies he pays close attention to how a company manages competition and whether it is benefiting from growth in computing. Bonavico said he will exclude companies if they are putting in place strategies he disagrees with. "Maybe they're making acquisitions or using equity in a way I don't like," he said. Among companies Bonavico likes include Charles Schwab Corp. (SCH), which he's owned since 1987, Qualcomm Inc. (QCOM) and Dell Computer Corp. (DELL), which he said "is an example of great management that knows how to work its management sheet." Bonavico said Dell has grown at above 35%, and at 40 times earnings "is a terrific way to play this expansion in net computing." -Zahida Hafeez, Dow Jones Newswires; 201-938-5176

To: Patrick E.McDaniel who wrote (148183)	11/30/1999 11:41:00 PM
From: TigerPaw	Respond to of 176387

OT GTW I have many, too many, relatives in South Dakota (and a new farm (actually in Iowa) I bought with Dell profits), and many of them work or have worked for Gateway. The story I get, Ted could not Waitt to get out of the business. He had ambitions to be a millionare and take leave of the area, instead he became a billionaire and does not want anything to do with that area except the seldom visit to relatives. Gateway may actually do better to have focused managment, Ted is ready to retire early. TP