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

To: GRANOLA who wrote (112826)	3/27/1999 2:24:00 AM
From: stockman_scott	Respond to of 176387

SmartMoney.com recently interviewed The White Oak Growth Fund Manager (Mr. MacKay) -- His performance for the last few years is not far behind The Janus 20 Fund...Here are some excerpts from the article... <<SmartMoney.com: What have you been adding to most recently? MacKay: Network Appliance (NTAP). 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. >>