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Technology Stocks : Dell Technologies Inc.
DELL 133.75+2.5%Dec 16 3:59 PM EST

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To: John Hauser who wrote (88363)1/10/1999 4:28:00 PM
From: Sig  Read Replies (2) of 176387
 
John:
You already have 5 good replies but its fun to have 6 so here it is.
Straddling an Amazon could be fun, but it might cost you $.
I consider 75% Dell a very livable investment.
Whatever you do with the $10k can be considered wrong, for example:
My wife received $10k in June 1997. We ultimately put it in Dell, about 1/2 in stock, 1/2 in calls. Today its worth ~$63 k (much due to the calls)
Here is what one call(leap) looks like:
LDZAW DELL/00-17.5 cost 7.30, worth $48.13.
( and there should be 8 of those because it split three times)

Stock price appreciation since June of 1997:
Dell= 409%
Aol= 833%
Yhoo= 2976%
So obviously, after much hindsight, we should have put it in Yahoo
and through successful playing of the calls could have had close to $1 MM. HOWEVER, I could not have ridden out those 40% tankings
in October and some in the Spring also without major faith in the
company. And I did not have that in Yhoo.
If going long term, it should be in a stock you have a personal solid faith in, because SOMEDAY that sucker will back down and its tough to hold. When Dell backs down it will be from a higher price than it is today and I can live with that.
JMHO
Sig

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