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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 9:30 AM EST

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To: D.J.Smyth who wrote (154686)	3/7/2000 12:53:00 PM
From: rudedog	Read Replies (1) of 176387

Darrell - you certainly don't come across as being all that excited about it You're right about that, at least in comparison to some on this thread - and I think I have also detailed my reasons for those feelings. There are things that MSD and senior management could do to raise my excitement level. There is nothing wrong with the company except that it is maturing and the management team currently on board is a whole lot better at strategies for a small player slip-streaming the big guys (i.e. the DELL of the past) than at driving the company as it is today - MSD included IMO. They have started to add some new talent which may help with that. But at 25%, DELL was just way to big a part of my current portfolio given how I feel about the growth prospects. I told myself (when I didn't sell during the December run-up) that I would lighten up if it went back above 45, and I did - sold about 1/3 of my position at 46 1/2 a few days ago, and informed a few on the thread by PM. I still need to reduce further to hit the 10% goal, but I think I'll wait and see if it goes up some more. I would also have to buy back some of my LEAP position if I sold more as what I have just covers... This does not mean I think DELL is a bad investment or anything like that - it means that it falls more into the core holding category for me and I will do other things to go after growth. I hope for the sake of the many friends I have on this board that DELL continues to go up - I just don't want to bet 25% of my portfolio on that happening.

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