Greg:
Am still a Dell bull despite some diversification.
By value, Dell 60%,Qcom 20%,Plcm 5%,aol 5%,jdsu 3%
Plus <2% of txn, ttn,orcl,rmbs,intc,msft,csco,rbak,vrts,sunw
1. Dell- about 50% stock, 50% leaps, slowly adding 2002 leaps.
Expect 300% return on leaps
2. Qcom- not adding, holding for split and $400/sh. In at a fairly low price
3. Csco- was planning sale, will now hold for a while
4. Plcm- holding to work its way up to $60 to 80
5. Aol- holding mostly calls (up about 300%)for split, then may sell the calls or exercise. But am expecting continued good news
6. Ttn- may add more if it works its way up
7. Sunw- holding mostly calls for split
8. Vrts- holding for split
9. Jdsu - ? Might add some if it keeps going up
10. Txn- will hold
11 Intc, msft, hd, rbak- no decisions- may hold the leaps but
I think there are better tech stock values.
Sig |
