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

To: Sloth who wrote (124205)	5/12/1999 7:53:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

<< I hold lots of both CPQ and DELL stock but I found this very interesting.>> Sloth: Thanks for providing your insights. DELL is stealing share in the military market like its going out of style . I have a recommendation for you. Lighten up on CPQ ASAP -- IMO there is more downside with that stock. CPQ is sort of like MO (there is hidden liability lurking around every corner -- plus both stocks are out of favor). Add to your DELL holdings before the earnings run really kicks in gear. DELL could reach new highs LONG BEFORE CPQ. There is only one hareware/storage play in my portfolios and that is DELL. It has earned the right to be in a high performance portfolio. Check out the Janus 20 Fund. Last time I checked DELL was their ONLY hardware play. They buy the HIGHEST quality companies in the fast growing tech, telecom and healthcare sectors. They are very careful about the stocks they purchase and the top 10 positions are only world class companies (eg. AOL, CSCO, DELL, MSFT). The Janus 20 Record speaks for itself. In fact they have done so well they had to close the fund to new investors . I currently don't own mutual funds but I like to learn from the TOP fund managers. What separates them from the other 99% of the funds?? This is a good question to ask periodically. Many of the highest performing funds in the last 1, 3, and 5 years have owned DELL. Good Luck Investing. Best Regards, Scott