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

To: Naggrachi who wrote (150812)	1/8/2000 9:22:00 PM
From: calgal	Read Replies (2) \| Respond to of 176387

Does anyone is Dell is still one of the top five holdings for the Janus Twenty Fund? Janus Twenty Fund Top Ten Holdings as of 10/31/99 America Online, Inc. Cisco Systems, Inc. Dell Computer Corp. EMC Corp. General Electric Co. Microsoft Corp. Nokia Oyj (ADR) Sprint Corp./PCS Group Sun Microsystems, Inc. Time Warner, Inc. Total (% of Portfolio) 52.12% Top 10 Industries Top 10 Industries 11/30/1999 % of Portfolio Computers - Micro 10.65% Telecommunication Equipment 9.53% Internet Software 9.30% Cellular Telecommunications 7.86% Networking Products 6.92% Computer Software 4.98% Diversified Operations 3.50% Multimedia 3.50% Computers - Memory Devices 3.29% Multi-line Insurance 2.87% Total 62.40% One-year return 64.9%

To: Naggrachi who wrote (150812)	1/8/2000 9:56:00 PM
From: OLDTRADER	Respond to of 176387

RE:Nag-Disagree --DELL still growing ar a very rapid rate -only 8% of world market-loooooong way to go folks.wbm

To: Naggrachi who wrote (150812)	1/9/2000 11:40:00 AM
From: Frank Ellis Morris	Respond to of 176387

>> I recommend to you that you trim down some of your holding and invest in companies like JDSU, SDLI, ETEK, NOK, GLW?<< Thanks for those recommendations. I probably should have started to invest in JDSU, Qualcom and NOK several months ago when a few on this thread saw their potential. I agree with you at this point that JDSU is probably at the beginning of great potential rewards for its long term investors. Yes I may trim down just a tad on Dell to pick up some of those stock potentials. I am not familiar with SDLI, ETEK or GLW. What do they do?? I wonder if you or anyone of this forum caught the New Years stock recommendations by a Wall Street One Hour special that was supposed to be on Friday night? If so I would like to know what was stated? Have a great day and best wishes for a prosperous new Year Frank