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Technology Stocks : Dell Technologies Inc.

DELL 126.42

+2.8%

Dec 19 9:30 AM EST

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To: Voltaire who wrote (87646)	1/3/1999 4:26:00 PM
From: Captain Jack	Read Replies (1) of 176387

Voltaire --- seeing long term holders jump ship for the 'nets only assists the price in staying down. Much of the new money pouring into the mkt through institutions has also headed that direction. Many feel some of the 'net issues are overvalued- hell, I did a long time ago but adding them was a key part of any portfolio in '98. I believe it will continue as the 'net issues will continue to run. If the 'nets crash they have a long way down to go and may bring quality issues with them as margins are called for large losses. My point is, as long as DELL does not perform like DELL we are in a circle that will keep the price from rising as normal... I am considering adding to my 'net holdings-- by selling 1/2 of my DELL holding ..... keeping the circle going,,,

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