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Technology Stocks : Dell Technologies Inc.
DELL 133.35+0.1%Nov 28 9:30 AM EST
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To: rudedog who wrote (85872)12/17/1998 5:11:00 PM
From: Frank Ellis Morris  Read Replies (1) of 176387
 
>>My idea of diversification is to hold a number of different tech stocks - I don't own anything outside of the tech sector. Everyone ought to own a little LU, a little INTC, a little MSFT, a little CSCO. And of course some DELL and some CPQ. It's a strategy which has yielded better than 50% annualized for the last 5 years. I am no stock wizard, it just seemed to me that this was a kind of 'set and forget' portfolio where some of these horses would be pulling at any given time<

I like your tech selection and yes I too own shares of Intel, Microsoft, Cisco, Dell and Compaq but do not own Lucent. I do also have AOL.

Best Wishes to you
Frank
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