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

To: Mohan Marette who wrote (115211)	4/8/1999 2:22:00 PM
From: stock bull	Read Replies (2) \| Respond to of 176387

Mohan, at least I can agree with your last comment...<g>. Let me add the following...<ggg>. Seriously, I felt the conference was way to general. Should have been more specific. At least that's the conclusion I've drawn based on what I seen so far. Stock Bull

To: Mohan Marette who wrote (115211)	4/8/1999 2:24:00 PM
From: stockman_scott	Read Replies (3) \| Respond to of 176387

<<PC analyst Kimberly Alexy of Prudential Securities attended the meeting. She said the strategy of Internet-based sales was the right approach for the company. Dell officials “reinforced the theme that they have the right business model. Other companies are trying to emulate this model and are not succeeding as well. Dell's focus on the Internet takes the company to the next level,” she said. >> Mohan: I think you should email this to every LARGE Growth Fund Manager. They don't seem to get it yet <VBG>...We need a large, Credible Fund (like a Janus 20) to say they aggressively buying DELL at these prices. Many Funds own DELL....but they could sure own A LOT more.....Look how they have been buying AOL like its going out of style <ggg>!!.... Just Some Thoughts. Regards, Scott

To: Mohan Marette who wrote (115211)	4/8/1999 2:36:00 PM
From: JRI	Read Replies (2) \| Respond to of 176387

Mohan- Volume is normal today...could even be considered a bit light...obviously today is not muni-funds managers dumping stock (in droves), rather, individuals who were riding the wave until the annoucement..(selling started yesterday)...sell the news........Is OK...we are still on a "normal" trajectory for the quarter..we needed a pause anyway (and it could last a week) before next leap up in price...Again, so far, price action looks like a normal Dell quarter.. Would be nice if we can hold above 45, though......We'll see...