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

To: PAL who wrote (68809)	10/2/1998 11:36:00 AM
From: Mohan Marette	Read Replies (2) \| Respond to of 176387

Paul:Thanks,that Janus guys is smart 'feller' ain't he?<eom>

To: PAL who wrote (68809)	10/2/1998 1:02:00 PM
From: LWolf	Respond to of 176387

PAL.... great find!! Janus Twenty's Schoelzel sure knows his stuff and how to capitalize on the winners.... a lesson for everyone! GO DELL!!! Laura

To: PAL who wrote (68809)	10/2/1998 4:02:00 PM
From: stockman_scott	Respond to of 176387

PAL: Thanks for posting the IBD article on the Janus 20 Fund. It is wise to follow the big money and the smart money. Janus 20 clearly has done their homework and they are still ADDING to their largest position (in DELL). This part of the interview says it all: <<Janus Twenty carries an A+ grade from IBD for its three-year total return of 123%. During that time it outperformed 99% of all other mutual funds....We were on the phone with people at companies like Dell almost continuously, asking them about every little detail of their business. They gave us good, objective insights that helped us determine that it would not be a good idea to reduce our holdings in the stock. Actually, we ended up adding to most of our holdings. IBD: What type of information did you get from Dell? Schoelzel: This is a remarkable company. They don't have a big exposure in Asia; only about 7% of their business originates in that region, but about 80% of their cost of doing business is based on the cheap labor costs in Asia. They have benefited from some dramatic cuts in the price of components. IBD: But Dell's sales have slowed recently, along with many other companies' sales. Schoelzel: Yes, their sales rate has slowed, but it is still up 36% year over year. And Dell recently said that sales are beginning to accelerate again. The company is still growing.>> ------------------------------------------------------------ The TOP PERFORMING funds are increasing their investments in their BEST prospects. The Janus 20 Fund Manager clearly realizes that DELL is the next DELL. -Scott