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Technology Stocks : Dell Technologies Inc.
DELL 138.28+3.5%3:41 PM EST

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To: Sig who wrote (28507)1/26/1998 4:33:00 PM
From: Paul van Wijk  Read Replies (2) of 176387
 
Sig,

Don't worry, I'm still a Dell-fan (although not a millionaire).
Agree with you that momentum is on Dell. And probably will stay
for a while. As I posted last week waiting for a moment to step
back in. Anyhow, hope it will reach 100 soon so we get the big
McNabb-press release on Dell.

About CPQ, I decided to trade less in the next year because it is
very hard to predict market-moves. Interpreting the Asian flu was
simply compared to interpreting the soap and what it does to the
market. Oil-prices down but could rise because of Opec or another
war with the funny guy with the big mustache.

To make a long story short, I buy/bought the big hi-tech caps at
bargain-level and will only trade with a small amount of my money.
But for the biggest part of my portfolio a have a long-term hori-
zon. For example, I'm not expecting a split-announcement by ORCL
this quarter.

Good luck, and give the wife a hug. (And don't cheat on her).

Paul
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