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To: Yargnad who wrote (40555)12/19/1998 2:18:00 PM
From: John Koligman  Respond to of 97611
 
Thanks Dan. The Dellheads endlessly talk about the inventory turns and the 'float' you have mentioned. It is a powerful thing, the fact that Dell will have cash in hand before you even get your machine. I think Janus is the fund with the largest position in Dell.

John