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Technology Stocks : Dell Technologies Inc.

DELL 138.22

+1.0%

Dec 9 3:59 PM EST

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To: Rich Young who wrote (89019)	1/13/1999 12:54:00 PM
From: On the QT	Read Replies (1) of 176387

Hi Rich, I don't time the market. I gauge Dell's reaction against its peer group under market conditions and some esoteric stuff. On certain occasions I move in and out. I was hung out. Lucky to get back in at the planned price. Was about to reevaluate position. Got lucky pure and simple. As far as Dell is concerned, the last few days fit well with Dells reaction when it was the "old" Dell. I am betting that Dell will do reasonable well. As far as Brazil is concerned I believe the worst is over in terms of its immediate effect on Dell. All of my positions and money is now completely in Dell. Hope that conveys my enthusiasm.:) Regards, Qt

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