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

To: Sig who wrote (157859)	6/13/2000 11:19:00 AM
From: D.J.Smyth	Read Replies (2) \| Respond to of 176388

Sig re is selling over $50 mil/day over the net,is growing at multiples of the industry rate, will soon become #1 in world computer sales and is facing its best revenue year ever per MSD Dell was trading at $55 a share with internet sales of $14 million a day over 15 months ago. now it's $50 million a day and growing at $14 million plus per day every 6 months (or less), or $28 million a day per year.

To: Sig who wrote (157859)	6/13/2000 5:47:00 PM
From: rudedog	Respond to of 176388

sig - re:"So how is it that Dell has $7 bil in the kitty" Best managed company in the industry? excellent focus on where to put resources to maximize revenue and profit? Great corporate culture that rewards achievement and weeds out deadwood? Tight management focus on doing what they do well and not getting distracted? All the reasons I think DELL is a good component of any tech portfolio. I have yet to see them make a major management error. The fact that DELL is facing some of the inevitable realities of "growing up" does not mean they are not still a very solid investment - probably more so now than any time in the last 18 months. While I don't plan on adding to my DELL position, I am very comfortable with my current holding, which is about 10% of my portfolio.