Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 138.80

-2.7%

Nov 11 3:59 PM EST

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To: Sig who wrote (152984)	2/3/2000 4:57:00 PM
From: Chuzzlewit	Read Replies (1) of 176387

Sig, My thoughts about the market are somewhat different. With the NASDAQ 100 trading at around 115 time trailing earnings I see much of the market as a huge bubble waiting to burst. Consequently, I am beginning to look at fallen angels as the best long-run profit opportunities. Some of these stocks represent growth at reasonable valuations (and to my mind that means safety). That's what prompted me to take a position in LGTO and expand my position in TYC. I'll be looking very closely at SYKE when they publish their quarterly data. At 20% I think you're still holding too much DELL. My Dell holdings are around 11% and that's too high for my taste. But that was the result of VISX, TYC and LU crashing. I like to keep my holdings in any one company below 8%. Good luck, CTC

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