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Technology Stocks : Dell Technologies Inc.

DELL 136.44

+1.9%

12:54 PM EST

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To: BBG who wrote (82275)	11/25/1998 7:51:00 AM
From: nihil	Read Replies (1) of 176387

RE: Overowned Dell Now there's a ridiculous idea. You look at your portfolio and find that the largest part is in the best performer. The reason your performance looks good is the overweighting in Dell. Your response, in order to avoid further embarrassment of the competition is to refuse to buy more Dell. Thus one sees why the average member of this thread outperformed the top growth fund this year (Fidelity Select Computers) which performed about one-fourth as well as PureDell portfolio.

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