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Technology Stocks : Dell Technologies Inc.

DELL 122.46

-8.5%

Nov 17 3:59 PM EST

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To: On the QT who wrote (67492)	9/25/1998 1:38:00 PM
From: Chuzzlewit	Read Replies (3) of 176387

On the QT, I'd like to amend your comments about buy and hold. If you do this sort of thing in traditional companies like T and TYC (both of which are very long-term holds in my portfolio) you can pretty much buy them and forget them. But, when you invest in technology companies things can change pretty quickly. So I think it is wise to watch the techs pretty closely. I own several such -- ASND, NETA, PSFT, TLAB -- and I constantly need to reassure myself that they continue to maintain a technologically viable product as well as a good long-term business plan and good long-term growth prospects. But there are also companies which are intermediate in nature -- emerging companies in emerging markets -- which also need continuous attention. For example, I was a shareholder in OXHP and was lucky enough to sniff out the problems it was having early last summer. So I was able to get out well before the stock tanked. TTFN, CTC

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