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Technology Stocks : Dell Technologies Inc.
DELL 114.44-3.4%Jan 30 9:30 AM EST
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To: Venkie who wrote (19034)10/24/1997 3:44:00 PM
From: Rio Jangada  Read Replies (2) of 176388
 
I'm short NSCP and MU and feel they are in mid-flight on the way down. I shorted YHOO a few days ago and believe it is just starting a long descent. I have my eye on the almighty MSFT. IMHO Reno, Sun or others will prevail one way or another. Computer software is a bona-fide major US industry. In the good old USA we prefer tri-opolies in major industries, more or less, rather than monopolies. A MSFT monolith will no longer be tolerated.

For safer long term investment, why not look at good companies that have been beaten up in recent months i.e. good values? Not too many come to mind right now, as so much has run up. APM might fit this category, but the product transition issue seems unsettling.

RJ
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