Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

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To: stock bull who wrote (105065)	2/25/1999 4:08:00 PM
From: jhg_in_kc	Read Replies (3) of 176387

<<IMO, the stock will trade in a tight range this quarter and not make a significant upward move until Dell demonstrates that the company can resume its 50% growth. However, I would not be surprised to see the stock sell-off another 10 to 20 points.>> This is essentially what I have come to believe. For the record I sold 1/3 of Dell before earnings and 1/3 the next day. I am also reassessing my use of margin just like Long on Dell. Itoo was able to run up a margin debt bigger than the amount of money I started off with thanks largely to Dell. I now think I was too reckless. I have tried to learn from my mistakes though and they have led me to diversify as follows: I now hold AOL, EMC, SUNW, MSFT, and 20 % in RMBS, GTW, and YHOO. I plan to re-enter Dell in the low 70s but I am also wondering if I should not wait until the prospects for next quarter's earnings become clearer. I don't know whether I made a mistake or not. jhg

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