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Technology Stocks : Dell Technologies Inc.
DELL 127.22+3.8%Nov 24 3:59 PM EST

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To: Boplicity who wrote (27228)1/9/1998 12:42:00 PM
From: Paul van Wijk  Read Replies (2) of 176387
 
Greg,

I decided to build up a blue chip techstocks portofolio in the next
few months, and stay real long. I have ORCL, AMAT, MSFT, INTC, BAANF,
CSCO & ASMLF on the buy-list. I'm also considering sell half CPQ and
buy half Dell. But I wait what next quarter will bring.

I will play the downside with some puts.

Heineken went up day after day after I bought the puts. But some
others are on a nice profit.

And I am and will stay long on SPAZ. Because Rose advised it, to be
in the same stock with Venkie, Sig & 3, and because it's a winner.

Paul
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