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Technology Stocks : Dell Technologies Inc.
DELL 146.68-1.7%Nov 7 9:30 AM EST
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To: Frank Ellis Morris who wrote (150996)1/11/2000 12:02:00 AM
From: Ex-INTCfan  Read Replies (1) of 176387
 
Frank,

re: "See much better possibilities elsewhere."

Agreed.

But don't leave your money out of the casino for long. I think Dell is within 2 or 3 points of a near-term bottom (barring really bad news), but your move should pay off if you can get into a flyer like JDSU quickly.

For what its worth, I trimmed my Dell holdings today as well, for the fourth time in the past week. I now have whittled my Dell position to a level with which I can be comfortable -- a bit more than a market weighting, but not the huge percentage of my portfolio it used to be. Will keep it as a long-term hold, (or longer-term, I should say, since I've had it for three years). I still think it is a great stock, but my watchwords this year are "diversification" and "rolling thunder."

INTCfan
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