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Technology Stocks : Dell Technologies Inc.

DELL 117.44

-1.6%

Nov 20 3:59 PM EST

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To: calgal who wrote (159156)	8/4/2000 12:43:27 AM
From: TTOSBT	Read Replies (2) of 176387

"Brian Gilmartin, portfolio manager at Trinity Asset Management in Chicago, is using the market's current state of confusion to "reshuffle the portfolio." Translation? Selling names such as Dell (DELL:Nasdaq - news) and WorldCom (WCOM:Nasdaq - news) while adding to existing positions in Cisco (CSCO:Nasdaq - news), Applied Materials (AMAT:Nasdaq - news), EMC (EMC:NYSE - news), Sun Microsystems (SUNW:NYSE - news), and Wal-Mart (WMT:NYSE - news). Gilmartin runs about $40 million in separate accounts at Trinity, the largest of which was up 10.2% through July 31 of this year, vs. a 2.6% decline for the S&P 500. The fund manager admitted it's not an "opportune time" to sell Dell and WorldCom, but believes the other names will do better going forward on a relative basis. To wait would mean having to buy them at a higher price later on, he fears. "I've got to position things so when the next momentum market hits, I'm in the names that will do best." thestreet.com TTOSBT

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