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Technology Stocks : Dell Technologies Inc.

DELL 127.22

+3.8%

Nov 24 3:59 PM EST

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To: Venkie who wrote (104036)	2/22/1999 11:15:00 PM
From: Boplicity	Read Replies (1) of 176387

I'll admit I have always regretted selling DELL but yes I'm lessening my dependence on DELL (I will not sell it all just some depending on how the next qr. goes), AOL is fast becoming my largest holding, that's my plan anyhow, but if DELL regains it footing the amount I'm selling will keep it my number one even after the shares I going to sell are sold. It's my believe that we are or have left the PC centric high-tech market and are or have entered into one that will be driven by communication/broadband and internet ISP/ICP. I have also have filled a hole by adding EMC, since there is now and there will be more need to store all this data that is being generated. I enter back into RMBS at 71 and doubled up at 63. DELL AOL ATHM LU CSCO EMC RMBS--> RDRAMS will find there way into all of the above stocks in one form or the other. Greg

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