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Technology Stocks : Dell Technologies Inc.
DELL 131.76-1.1%10:41 AM EST
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To: Mike Allen who wrote (93741)2/2/1999 1:40:00 AM
From: Sloth  Read Replies (1) of 176387
 
Hey Mike, Do you know what J.P. Morgan's investment philosophy was? "Put all of your eggs in one basket. And then watch that basket very closely." Diworsification is a great theory in historical markets. We are in uncharted territory. Everything I learned in business school is obsolete, at least for now. Just like the great industrialists of this country, you have to make your fortune by shifting the paradigm. There may come a time real soon that we all need to go back to the old models. That time is not here yet and the ones who are flexible and go with the flow are the ones that are going to make the most money.
I have been invested in CPQ since I began my portfolio many years ago. It has a great history and all of the "models" say that it is the smart play. But it has really sucked recently. I took a chance on DELL even though it was always way overpriced. It seemed that way two years ago, and seems that way now. Always will but you will always regret not jumping in because it just doesn't take the big hit like most of these high flying companies. I still own both, but what I learned was that CPQ was a great play for an old person who would rather not be invested in something like Texaco. Dell has started as a small part of my portfolio and has pushed its way to be more than 40% through splits and growth. I still hold my CPQ but am seriously considering dumping and putting that money into Dell. That is one of the few companies that I have invested in that has consistently beat the models and continues to do so.

Happy Investing
Sloth
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