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

To: jhg_in_kc who wrote (75908)	10/30/1998 4:37:00 PM
From: freeus	Respond to of 176387

re Dell and top three mutual funds Read it everyone, it will make you smile! (Up to the end, anyway.) Freeus

To: jhg_in_kc who wrote (75908)	10/30/1998 8:24:00 PM
From: Mohan Marette	Respond to of 176387

'Addicted to Dell..?'- Sounds like a Robert Palmer song,no? jhg: Thanks for that report.I knew Janus had 10% Dell in their portfolio when Scott Schoelzel was on NBR a few weeks ago,at that time he did say he would pick more shares or something to that effect.His appearance was when the market was tanking big time,looks like he did pick up more DELL at the right time as he now has +13% of DELL in his portfolio,smart fellow. I particularly liked his reasoning for owning DELL and the Fidelity guys isn't too stupid either:- "Scott Schoelzel, who manages both funds, acknowledged his indebtedness to the stock in Janus Twenty's April 30 semiannual report. He also pronounced his faith that the record-breaking performance will continue: "Dell serves as a model of efficiency and responsiveness in its industry. Unlike most of its competitors, the company. . .has a business model that continues to demonstrate superiority quarter after quarter." Manager Michael Tempero of Fidelity Select Computers sounds like he cribbed from Schoelzel in his latest report: "{Dell operates a very efficient model for selling computers. What I mean by that is that Dell is often able to underprice its competitors... PS: Addicted to DELL,who me? Well, as long as they perform I see no reason not to..