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Technology Stocks : Dell Technologies Inc.

DELL 129.94

-6.2%

Dec 12 3:59 PM EST

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To: Boplicity who wrote (149672)	12/22/1999 7:42:00 AM
From: Sig	Read Replies (1) of 176387

My portfolio has done exceedingly well lately-better than the Monkeydex. Roughly in order of value Qcom Dell Jdsu Aol Yhoo Plcm vrts rhat sunw Plus another ten stocks Comments Qcom. I got on board when you first mentioned this. Solid short term right through the split and perhaps for another year . After that its touch and go between Dell and Q as a long term. Dell. First got in Dell in 1993. Appreciate all the encouragement of those on the thread, esp Chuzz, Kemble,Pat, Drew to hold on this year. Forced to lighten up in the spring, but its my bread and butter- am still picking up leaps and a few calls-Feb and May Jdsu. Lee talked me into holding this one Vrts. Bought for the split and held it after. A major software company that is well regarded. Looks pretty good. Aol . Bought for the split and because of the monstrous trades shown on the calls. Think it will continue up now and will continue to look for clues in the option action. Yhoo. My own favorite over the years. Got back in when it crossed 200, playing it for the split. Now with all the deals worldwide the news alone may keep moving it. Split has to come soon and will be welcome. Hold after split??? Need a decision later Plcm. Mentioned by Donnie last fall when $9. Now about 50 after backing off a bit. Sold 1/2 yesterday Sunw. Bought for the split. Sold part Rhat. ? Uncertain on this one so sold 1/2 yesterday and will hold rest for the split Nvls. Got on board as soon as 3/1 split was announced. doing nicely Geek. My local ISP . Bought some at 13 on news, a sentimental bet If it drops below 11 will sell it. Summary : Overall its going to be damn hard to lose for anyone reading the Dell thread. Qcom thread has gone ape,having lots of fun. and rightfully so. But being too gung-ho on only one stock creates a problem of perhaps missing other boomers. One interesting point is that these are mostly well known stocks with a history of income and performance and not the pure speculative types and thus may meet Chuzz's qualifications ( excepting for yhoo P/E( hehe) But I will stack them up against that Monkeys selections (MDEX) any day of the week) Regards Well holy toledo and gosh all fishhooks, the NAS is up again by 1200? Sig

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