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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Wally Mastroly who wrote (11460)1/27/2000 11:08:00 AM
From: Ian@SI  Read Replies (1) of 15132
 
Wally,

I still have my partial DELL position. I haven't added to it.

It's been the worst performing boxmaker recently outperformed by GTW, AAPL and CPQ.

It will probably do well going forward, but there are so many better opportunities.

I suspect that my recent B2B addition, CBLT will outperform DELL substantially this year. My recent Biotech additions has already left DELL in its dust (MRVT, ALXN). Unfortunately I tried to scalp $1.50 on ALXN and had the shares called from me.

I haven't sold my DELL, but I very well may do so this year.

Best wishes,
Ian.
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