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

To: Mary Cluney who wrote (162419)	10/30/2000 1:51:15 PM
From: calgal	Respond to of 176387

Hi Mary: I ordered online as well and I have some feedback, for improvement, but I sent Dell an e-mail. They were prompt about responding to some of my concerns, so overall, I had good results. Leigh 10 Questions With Transamerica Premier Equity's Jeff Van Harte By Ian McDonald Senior Writer 10/30/00 9:10 AM ET "So most of our tech investment was all PC-related. But, of course, that's what happened first, the PC emerged. If you look at our portfolio now and you count wireless as a technology, which I do, it's about two-thirds of the newer-technology -- like storage and communications -- exposure. We own a little bit of VeriSign (VRSN:Nasdaq - news), which is digital certificates. It's about two-thirds what I might deem part of new and one-third old. I think about roughly maybe 45% of the portfolio is in technology, about 15% is in the old, what you might say is more PC-related, and 30% is the newer technologies. That said, I don't think you should step out of the Old Technology names. I even hate to really say that because all of those companies, Dell, Applied, Intel, and Microsoft are actually moving pretty quick to bring new products to market. In the case of Dell, if you look at Dell, they're 50% of their sales now are in laptops, high-end servers and storage devices which is higher margin and faster growth for the company. So they've changed their business quite a bit. So, you think there might be some unrealized progress moving toward new areas. Van Harte: Yeah, and they're cheap. They're down a lot. They're moving quickly. We think Microsoft is still really good and they've gotten incredibly cheap. We're much more optimistic on the PC space from these levels than we were in the first quarter." thestreet.com