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Technology Stocks : Dell Technologies Inc.

DELL 117.42

-1.7%

3:59 PM EST

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To: mattie who wrote (28081)	1/21/1998 11:57:00 AM
From: McNabb Brothers	Read Replies (1) of 176387

mattie, Seems most people on this thread thinks I have all my eggs in one basket with DELL! My portfolios are divided into a core holding portfolio and a trading portfolio with 75 to 80% in my core long term longs and 20 to 25% in my short term trading portfolio that I sell my naked calls and sell stock short in! At this point in time DELL makes up about 1% of my total portfolio or about 5% of my short term trading portfolio, so even if DELL doubles and I stay with it you can see it will not break me! As far as when I will throw in the towel, it may be this afternoon or it may be when DELL hits $150 a share! I take one day at a time with my short term trading account and study many different things in my decision making and do not rely only on TA in trading! Many on this thread have wondered why I spend so much time on this thread and the reason being at one time DELL with the shorts I had and the number of naked calls I had was a very big position % of my short term trading account! At this time AOL and YHOO are my biggest short positions! I will let everyone know when I get out! Hank

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