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Technology Stocks : Dell Technologies Inc.
DELL 138.58-1.5%Dec 11 3:59 PM EST
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To: JACK MARCEAU who wrote (30513)2/19/1998 9:55:00 PM
From: Andy Yamaguchi  Read Replies (1) of 176387
 
Sold 10 Feb. Calls yesterday and brought 800 shares today. Effectively, my net worth reduced about 10 K. Played Dell calls three times last year, each time double original investment. After carefully analyzing Dell's future, I decided to invest on Dell for long terms.Here are the reasons:
1. Dell just entered Sever market, growing in this area is fast. This is a high margin area and Dell's market share just begin
to rise. We shall see big jump on Sever market share for DELL in this year.
2. Upgrade to P-II is just beginning. Dell will do well.
3. CPQ is too diversified, this gives Dell huge opportunity to grow.

Andy
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