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Technology Stocks : DELL Bear Thread
DELL 120.68-9.8%3:34 PM EST
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To: Jason W. France who wrote (129)3/15/1998 9:17:00 AM
From: jjs_ynot  Read Replies (1) of 2578
 
Jason,

I'll try to respond to some of your issues if machine stays up.

1) For long term greater that 6 months investment horizon; I invest
in two things: mutual funds, esp. index funds and special situation
high growth areas. I have found it difficult to know company specific
information before the analyst community has already briefed their
clients two to four weeks before. Thus the index funds which I will
stay with until I see a secular bear market starting. My special
situation and high growth portfolio is less than 50 percent of my
long term money and is currently devoted to two areas:
1- southeast asia as about 15 percent of my long-term portfolio
2- e-commerce type stocks going through rapid growth agin about
15 percent of portfolio
As an aside, DELL was in my high growth portfolio April through August
of 1997.
This portfolio is selected strictly on fundamental analysis using
Tech. Anal. to try to pick entry and exit points

2) Shorter term money geared to opportunistic investments of 2 to 4
weeks (although a short term investment can run for several months
if trend is favorable - e.g. I held XCIT for several months). It is
in this short term category that DELL now falls for me. As this company and stock transitions from high growth (200 percent per
year) to mature grower (30-35 percent per year); there is likely
to be some volatility. It is this volatile transition that I am now
playing. These decisions are based on a combination of technical and
fundamental factors.

For next week I can see a pop up within my project trading range of
61-69 and then possibly retrace to about 64 end of week.

Would people prefer to have this thread renamed to something else?
If so send me a message and I will try to arrange with webmistress
to do so, as people prefer.

Sending message before machine crashes.

Dave
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