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Technology Stocks : Dell Technologies Inc.

DELL 114.64

-1.1%

Jan 27 3:59 PM EST

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To: Fangorn who wrote (64132)	9/8/1998 11:46:00 AM
From: SecularBull	Read Replies (1) of 176388

Steven, the broader market is in a Bear phase (or market, depending on how you view it). The question is, will the highest quality stocks be pulled down further before the broader market bottoms (if it hasn't already). I'm HEAVILY concentrated in DELL in my portfolio. Three months ago, many would have called me an idiot (and many might today- see Lucretius). The *fact of the matter* is that my portfolio is up HUGE y-t-d, and I have not been hit hard by the woes of the broader market. DELL is a high quality issue, and the performance (resilience) reflects that. If the market sinks further, it will impact DELL to some extent. However, I still expect DELL to outperform the entire market for the foreseeable future. Regards, LoD

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