Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 140.63

+1.7%

3:59 PM EST

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To: John Hauser who wrote (84916)	12/11/1998 12:59:00 PM
From: rudedog	of 176387

john - Dell composes about 50% of my port and that's only because It has grown to be that large of a %. I certainly understand that - my DELL position was about 12% of my holdings and has grown to be 40% with no additional purchase. my timeframe is very long. I also consider DELL to be an excellent long term holding, and even if I reduce my stake I will continue to hold some DELL, just as I hold MSFT and INTC. But not everyone on the thread can take the long view, or should.

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