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Technology Stocks : Dell Technologies Inc.

DELL 127.22

+3.8%

3:59 PM EST

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To: Craig Lieberman who wrote (142263)	9/17/1999 11:13:00 AM
From: Sig	Read Replies (1) of 176387

Re: Most eggs in one basket For the many excellent reasons you state, we end up perhaps close to the same position developed thru the years. I have around 70% Dell, 18% Qcom, 3% Plcm and the rest assorted techs.And that includes all except the house which is paid for. Was forced into Dell- other stocks in 97 and 98 could not keep up. Unless one was fortunate to own Aol or Yhoo, with greater risk, as it finally turned out. Stocks I previously owned- Bac, Nb, Air,Bcom, could have been as disaster to keep( I omit the Disk manufacturers to avoid bringing back bad memories)G. I admit to some uncertainty in May over the short term outlook for Dell, and was prepared for another 6 months of stagnant price and analysts "I told you so" comments. But long term there was never a question that Dell would prevail. Regards Sig

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