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

To: Glenn D. Rudolph who wrote (127818)	5/22/1999 9:55:00 AM
From: KC Miller	Respond to of 176387

Here is a portion of an interview that all of you might find interesting. The complete interview is available at techstocks.com, Q: Are there any other areas in the technology sector that you are cautious on? A: Yes! Two industries that we recently sold are computer hardware, which include; IBM (IBM 232 7/8), Sun Microsystems (SUNW 62), Compaq (CPQ 25 ½) and Dell (DELL 38 ¼). Based on our valuation and relative strength measure, that industry no longer looked attractive. It is a combination of both. Primarily the valuation looked out of whack and too expensive. Also there was some price weakness in the group. IBM recently has done well but, we do not regret making that move. The other area we in the group. IBM recently has done well but, we do not regret making that move. The other area we Another interesting article for your review at: It's not enough for the phenomenally successful Dell Computer Corp. to meet expectations. It must surpass them. That didn't happen. washingtonpost.com If any of these have been posted previously please ignore. DELL continues to look good in the intermediate term, 6-18 months. Best of luck to all, Keith