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: Dalin who wrote (112232)	3/25/1999 12:09:00 PM
From: stockman_scott	Respond to of 176388

Insight on what a SMART Fund Manager is doing.... I enclose some excerpts from a new Smart Money interview with the Fund Manager of the Top Performing White Oak Growth Fund (it doesn't rank far behind the Janus 20 Fund in 5 year performance). The entire interview is available on the Smart Money web site. This Manager has been buying more DELL and likes the business model. Enjoy.... <<And I've added to some of the PC companies. Dell (DELL) and Gateway's (GTW) valuations have dipped lately so I bought more. SmartMoney.com: I've had some value managers tell me that PCs are just a commodity or a "box." And a box is a box is a box. Just because Dell has built a better mousetrap, doesn't mean it makes a proprietary product like Microsoft. So do you think Dell can sustain its advantage? MacKay: I agree Dell is not a technology company. It's a technology enabled company. But until its competitors are willing to cut off their legs to right their situation, they're never going to be able to catch up. If you believe PC prices will continue to fall, then the person that has the informational advantage and the least amount of inventory will be the most successful. I mean, you go to a CompUSA (CPU) store and it's unbelievable -- all the inventory its got sitting around. That stuff just sits there and becomes obsolete. Direct vending is where everybody's going and Dell's far ahead of that game.>> ------------------------------------------------------------------------------------- There actually are a few wise Fund Managers out there <ggg>... Regards, Scott