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Technology Stocks : Dell Technologies Inc.

DELL 142.00

-3.2%

11:11 AM EST

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To: Venkie who wrote (82525)	11/27/1998 1:56:00 PM
From: Gold Beach	Read Replies (1) of 176387

Venkie: <she is petered out for now> DELL is acting just like PSFT when I owned it at $53. I had a very good earnings quarter but I saw my $53/share erode way down to $37/share. Then the Asian thing came along and I lost more. Finally sold at $30/share in disgust. During this whole period, I did not see much in terms of disappointing news. It seemed like everyone got off the PSFT merry-go-round and it simply went down. I see DELL doing somewhat the same thing. In addition, the Net stocks are diverting money away from DELL. I think a great play right now would be to be in the Internet stocks until mid-December. Then jump back into DELL. I'm thinking one could end up owning a lot more shares of DELL using this strategy. I do not see DELL taking a big drop like PSFT did. But it might go down to $58/share and buying it back with additional money made in the Internet would really be leveraging one's money. Any else have thoughts on this strategy? Don

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