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Technology Stocks : Dell Technologies Inc.

DELL 140.41

+1.1%

Dec 8 3:59 PM EST

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To: Venkie who wrote (131148)	6/4/1999 7:01:00 PM
From: stockman_scott	of 176387

<<.patience is a good thing sometimes>> Venkie: I totally agree. It's difficult for all of us at times. When I was doing some online trading in my IRA I was fortunate to make over 100% on EPAY and XCIT. Yet, I could have have even done better if I was patient. Of course, most of the time I am an investor. It is true that DELL and NETP have temporarily fallen out of favor. Yet, I WILL NOT cut my remaining shares of these stocks loose. It has to do with the firm's management, the underlying fundamentals, the growth prospects and my time horizon. In fact with my investing in Net Perceptions (NETP) I have become like Kemble. IMHO, it is a significantly undervalued internet pioneer. As it has sold off I have added to my position. I sleep very well at night and do not have a lot on margin. It's important for me to keep a big cushion and maintain A LOT of buying power -- for weeks like this.<GG>... I feel that DELL and the much younger NETP could rebound sooner than many investors expect. I believe in these companies and their bright future prospects. I'm holding all of my remaining shares. Have a Good Weekend. Best Regards, Scott

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