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

To: John Koligman who wrote (102609)	2/18/1999 12:16:00 PM
From: stockman_scott	Respond to of 176387

<< Frankly, Schloezel has always been a little bit hard to pin down when it comes to his investment strategy. In general, he likes to buy into high-growth businesses that have a dominant franchise. But he doesn't have any absolute guidelines or thresholds. For example, he doesn't seem to have any strict rule about how rapidly a company's earnings must be growing for him to get interested. He also professes to be unconcerned about stocks with sky-high price-to-earnings ratios.>> Thanks for the ancient history lesson....Those are some valuable insights on the Janus 20 Fund Manager and his investing style...his track record speaks for itself... It will be interesting to see how large his DELL holdings are this spring. Regards, Scott

To: John Koligman who wrote (102609)	2/18/1999 1:23:00 PM
From: freeus	Read Replies (1) \| Respond to of 176387

IBD showed DELL yesterday as Janus 20's major holding again with AOL back to second. I'll give you the numbers when I get home, I have today's paper with me but not yesterdays. Freeus