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

To: kemble s. matter who wrote (98364)	2/12/1999 9:13:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

Kemble: Check out this quote from a new Bloomberg report on DELL: <<Niles was traveling today and couldn't immediately be reached for comment on the rationale for his report. Big investors in Dell said company executives haven't said anything recently that would prompt an analyst to lower quarterly sales estimates for the company, which is based in the Austin, Texas, suburb of Round Rock. ''Dell has been talking to investors publicly in the past few days and no indication was given about softness in the corporate market,'' said portfolio manager Lisa Rapuano at Legg Mason Fund Advisers, which owns 7.5 million Dell shares.>> Hmmm... The Legg Mason Funds (like the Janus Funds) own millions of shares of DELL and are long term investors. Isn't it interesting that "DELL has been talking to investors publicly in the past few days and no indication was given about softness in the corporate market." It all comes down to TRUST. IMHO, individuals and smart mutual fund managers will trust Michael Dell and his team over many of the ANALysts any day. <ggg> !!! Have a good weekend. -Scott