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


To: yard_man who wrote (111892)3/24/1999 7:00:00 PM
From: stockman_scott  Read Replies (2) | Respond to of 176387
 
<<many folks who have mutuals own DELL >>

Thanks for enlightening us. Many of the TOP performing Mutual Funds have VERY large positions in DELL (eg. the Janus 20 Fund and the Legg Mason Value Fund). My hunch is that these funds are starting to build their postions in DELL -- especially when it is priced in the 30s. Some of the funds that have some BIG profits on AOL are lightening up on that internet high flyer and buying more DELL, EMC etc...And IMO, some of the Fund Managers that missed the DELL train all together are now considering the stock. It is a terrific growth stock priced like "a value stock." Look for the Funds and momentum investors to help move DELL back up to the 50s and beyond.

DELL's growth story is still intact---soon enough folks will figure that out.

Regards,

Scott