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Technology Stocks : Dell Technologies Inc.
DELL 122.70+0.2%Nov 18 3:59 PM EST

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To: Fangorn who wrote (34911)3/19/1998 1:21:00 PM
From: WinnerSBW  Read Replies (3) of 176387
 
VENKIE,

I believe that it was you who was holding both Dell and CPQ in your portfolio at the same time. I am in the same position and currently hold a nice sized gain with Dell and a recently acquired loss position with CPQ.

Is it time to take the bullet on CPQ and give it the flush? I would most likely use the proceeds to buy even more Dell. I definitely like Dell as a company and of course their business model much better than CPQ. I would love to break even on my CPQ holdings ( $27.00) but do not want to be an idiot and wait for two years to do so. Anything in the crystal ball that says now is the wrong time to sell CPQ and buy more Dell?

Thanks,

Barry
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