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Technology Stocks : Dell Technologies Inc.

DELL 138.94

0.0%

Dec 5 9:30 AM EST

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To: Meathead who wrote (164111)	2/15/2001 11:41:25 PM
From: rudedog	Read Replies (2) of 176387

meat - CSCO - that's a low blow! almost as bad as my LU... Today, I hold 25% of the stake I had in DELL in 1998, and 20% of the CPQ stake. And I did manage to get out in the mid 40s on both stocks. Not that I did a whole lot better with some of the investments I transferred to, although CIEN and TYC turned out pretty well. I actually have been trying to have the stock called away and have sold near the money calls several times recently, but did not get called. Partly bad timing on my part. I have taken a fair amount of money out of the market all together and put it into land - so far that has turned out OK too. While it is true that other management teams have managed to give silly guidance, that's not been true of most of the issues I hold. And it was not true of DELL up until the last year or two. How do you feel about the DELL denial of layoffs only a week ago? hard to explain, in my book.

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