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Technology Stocks : America On-Line: will it survive ...?
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To: Craig A who wrote (12508)12/19/1998 1:33:00 PM
From: B.J. Lee  Read Replies (2) of 13594
 
Craig

DELL was my largest holding in my portfolio until about a month ago. I had DELL for about two years now and I was very happy. However, in about a month ago, I felt that it is a time to lighten up DELL. So, I sold half of my DELL and bought YHOO and AMZN (lucky me) and I am very pleased with my move. I agree with you that LT investors should not quickly switch stocks, but in these days of instant information, I think it is very important to recognize a certain trend. DELL is a very good and solid company, but its price stagnation last already about two months and other tech stocks are rocketing up. Typical DELL heads (I was one of them) are simply too stubborn. I see all the early price patterns of DELL in AOL. B.J.
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