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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: Tweaker who wrote (59693)	8/19/1998 10:27:00 PM
From: FR1	Read Replies (1) of 176387

Let's see, we need Dell and Cisco in our portfolio. Do we need LU, MSFT and INTC? DELL = yep, yep Cisco (CSCO) = Yep LU = They got a lot riding on DSL and the cable guys like @Home (ATHM) might eat their lunch. I vote a lot of ATHM and a little LU to cover all bases. MSFT = As soon as they whip Uncle Sam's ass. We gotta know how much Uncle Sam is going to charge MSFT. MSFT's monopoly can't be hurt but they can be fined a lot. INTC = I don't know, a small amount - they do lots of R&D but they got lots of copy cats copying everything they make almost before it gets out the door. Danger they might become another HP. ****** IMHO ********** CPQ = yep ATHM = yep a small amount of the big internets: AOL YHOO AMZN LCOS (beat whisper today and has 2:1 split coming) SEEK

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