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

To: stockman_scott who wrote (116761)	4/12/1999 5:25:00 PM
From: edamo	Respond to of 176387

stockman...a little diversification never hurt anyone! good luck

To: stockman_scott who wrote (116761)	4/13/1999 1:42:00 PM
From: Keo	Respond to of 176387

Hi, Scott. (Dell and OT) Your openness about holdings (and reduced holdings) is much appreciated. I'm still looking for data warehousing stocks. my assumption is that data generated must, legally, be stored for some period (7yrs?) - which is again good for DELL because of storage market. So I hold DELL. During this boom economy, a tremendous amount of transactions means lots of data to store and retrieve. Therefore both raw data warehousing (oracle tools? which is why I bought ORCL, but it's been stagnant, maybe same reason as other software companies...).. and also meaningful extraction tools from the mountain of data. (like Epiphany, but it isn't traded - yet?) And still watching recycled content building products (USPL) Will let you know if I see something.. but wondering whether you've seen anything notable. TIA Kathy O. PS: I wondered one day what the valuations would've looked like if Alexander Graham Bell went to an analysts' meeting inthe 1870s.. Or Thomas Edison etc.. (Edison Electric?)... How did these giants look in their seedling days in terms of PE etc.. Sometimes great companies fail, sometimes stocks are inflated because they are fads, but just wondering about a look at T, GE, etc.. back when they were born.