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

To: Moominoid who wrote (44206)	5/21/1998 9:04:00 PM
From: Meathead	Read Replies (2) \| Respond to of 176387

Something like 25% Insiders, 55% Mutual Funds, 20% Individual investors. The insider control is pretty heavy for a company like this... that's one great thing about Dell. MF's obviously have a huge impact. The absolute number of individual investors is actually quite small... I forget the number but I believe it was well under 10,000??? Anybody??? We have seen about 200M shares (or 30%) of this stock change hands in the last couple of weeks. Where did it come from?? Likely about 5% of the stock that Day traders are throwing back and forth. MEATHEAD

To: Moominoid who wrote (44206)	5/22/1998 1:25:00 AM
From: K. M. Strickler	Respond to of 176387

DS, You may be correct about the 'punters', but until I joined SI and the DELL thread, I wasn't invested in DELL. My choice had been MSFT due to its performance, which by itself is stellar, but in comparison to DELL a bit 'lacklustre', 18k% vs 26k% over 100 month period. As an 'investor' where would you rather have your money? With the past performance of DELL, and the current exposure, I would think that many of the Mutual Funds would be investigating DELL and, liking what they see, take a position. I can see nothing in their performance that would indicate a problem, and the expansion worldwide seems to be JIT as is their BTO model. JMHO however. Regards, Ken