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Technology Stocks : Dell Technologies Inc.

DELL 114.44

-3.4%

Jan 30 9:30 AM EST

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To: Chuzzlewit who wrote (19018)	10/24/1997 1:40:00 PM
From: Venkie	Read Replies (1) of 176388

Thx Paul: I'm not uneasy because of Dell & Cpq. I've actually added back to my cpq position this week and will continue to do so on days like today if possible"$$". I have had some bad luck with semi equip maker Nvls. I owned Amat for a short term and got out with small profit. Since I sold amat , its fallen aprox 12 pts. I haven't been willing to sell nvls but am waiting for bottom to avg down and will look at 2-5 yr. long. I've gotten to take the ride on the up market this year and now the car is running the other way. so now I've seen both up and down markets. Its because of some of you folks here on the Dell thread that I've been given some tools to work with like patience- exspectations- do homework and be very reluctant about selling anything. I've learned some hard lessons but I'm ready to use the buy and hold theory and ride the storm. Theres always"usually" calm waters after a storm. The market has been over heated and now in cool-off mode. 35 % gains would be fine. Thx again.

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