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

To: D. Swiss who wrote (127812)	5/22/1999 9:32:00 AM
From: Mike Allen	Read Replies (2) \| Respond to of 176387

To all: One smart investor's play on Dell. I have been long on Dell for a long time and it has been 100 percent of my portfolio. I have done well with it. I did however lighten up recently to purchase AOL. I have simply noticed how a very smart investor plays Dell stock. He never buys, but then he never panics and sells all at once. He sells a little bit at a time, as he averages out of it. We all know him as Michael S. Dell. His reasoning is that it is to diversify. I realized that his portfolio had to be more diverse than mine, me being fully invested in Dell. I think there is a better than average chance that the next big news out of Dell will be Michael Dell selling millions of shares again. I plan to buy and sell Dell when he does from now on. Good luck all. Mike.

To: D. Swiss who wrote (127812)	5/22/1999 4:22:00 PM
From: Frank Ellis Morris	Respond to of 176387

>>Frank, you are correct, we need Mikey to do more PR. A couple of years ago it seemed like we were getting a daily dose of PR, positive press releases.<< Yes, if you notice that amount of press that IBM gets each day it is enough to make you sick. Although true this is a weak period for the techs, it is also quite obvious that Michael Dell is hybernating in the face of bad perceptions and weak analysis. He cannot take the position that we should be grateful for the history of returns. Stagnation and lack of offense is only harming the public's opinion of Dell as an investment. We should all pound the public relations department at Dell with our e-mail comments and tell them how disappointed we are with the laid back approach Dell is taken not to defend itself against the competition and the critics Frank