Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: freeus who wrote (110088)	3/18/1999 2:34:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

freeus: It is interesting that the Janus 20 Fund lightened up on DELL late last year and bought AOL aggressively. AOL is the fund's largest holding -- so far this has been a good move. Yet, I believe that DELL and MSFT are still in the top 3 positions. At the moment it seems like selective large cap tech powerhouses (like AOL and EMC) are moving up quite consistently and setting new highs. The boxmakers (like DELL, GTW, and CPQ) are quite a ways off their highs and have TEMPORARILY lost some momentum. I feel that this has to do with mutual fund investment flows and some fear about potential PC sales slowdown. Fear is false education appearing real. I believe that if there is some type of slowdown it will only be company specific (and DELL is a top tier firm that should continue to take share from competitors). A Montgomery report released earlier this week had some very positive comments on DELL and its future. The securities firm was in Texas and met with Michael and his top management team. DELL is still my largest holding and I will remain commited to this company. Yet, my position in AOL is much, much smaller than my position in DELL. I also have a position in CMGI on my farm team. Both of these stocks have performed VERY WELL in the last 6 months. Oh well, we need to think LONG TERM. When DELL's next quarterly report comes out, they will have another chance to prove that their growth is still VERY robust. Good Luck Investing.... Regards, Scott