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

To: Mike Van Winkle who wrote (148504)	12/5/1999 9:03:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Mike, Hi!! RE: The Intel situation was pretty bad in the third quarter, [but] it is getting a lot better," Dell told the crowd. One of the benefits of these power summits is that with everybody milling about at the same hotel, it allows some portfolio managers to get private meetings with the CEOs. After sitting down for a one-on-one with Dell, Janus' Scott Schoelzel said: "I'm very comfortable with Dell. He genuinely confirmed that Intel's yields are getting better by the day," said Schoelzel, whose $28.8 billion Janus Twenty Fund holds about 20 million shares of the Austin, Texas, computer maker. Thanks Mike..I believe DELL stepped on every land mine possible in the third qt. Nothing that they truly could control...I'm sure that if Schoelzel feels comfortable after his meeting with Michael things will be find this quarter.. Best, Kemble