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Technology Stocks : Dell Technologies Inc.

DELL 119.17

+4.1%

3:59 PM EST

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To: Paul van Wijk who wrote (142309)	9/18/1999 8:15:00 AM
From: Sig	Read Replies (1) of 176388

Hi Paul-great to hear from you. Yes, will look into orcl and sap As Mr Michaels commented, I am a strong supporter of Dell and others (including myself at times haha) are looking for the next Dell One way is to use trial and error. This is a partial list (about 1/5 th) of stocks I traded in 1997 with the percent gain to date.... I would buy perhaps 20 to 100 shares of several of these, when they seemed to peak, or dropped off value, put half the money in some of the gainers which almost always included Dell and perhaps try 1/2 in another stock. The result was that Dell outperformed the best of these others (adic) by over five to one since 1997. It took perhaps 2 to 6 months in each case to recognize that Dell curve was somewhat steeper. Nothing outstanding, just a clue that Dell was doing ahhhh-somewhat better and perhaps should shift some more assets into it. And absolutely no concept that Dell (at sometimes over $150/share) was going to gain 2723% in the next few years. abt 101% adic 487% admg (-12%) adpt 23% amat 355% amd 15% apm (-94%) asml(f) 64% aura (?) baanf (-18) bac 49% bcom ( bgt out) coms (-44%) cpq 144% cvd (-54%) cvs 132% dell 2723% There was only a minor average profit on all these trades, the value resulted in moving assets into best to hold. Just some ideas FWIW. A way to look at past trades. Probably would have worked as well on Aol or Yhoo or Csco etc. Am using it now on Qcom. So is Qcom (at $190) or Dell( at $40)) the "next Dell"? Guess we won't know for months or even a year but its fun to watch and I am leaving the money already in Dell where it is. Regards Sig

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