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Technology Stocks : Dell Technologies Inc.
DELL 149.13-2.1%Nov 6 3:59 PM EST

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To: Hector who wrote (106348)3/3/1999 9:06:00 PM
From: kemble s. matter  Read Replies (3) of 176387
 
David,
Hi!!!
RE: Is it true you have > 90% of your fund in Dell and if so how do you get around the "prudent man rule" (a.k.a. diversification) ? Just curious.

Yes...used to own a bunch of the techs...MSFT...CSCO....INTC...ORCL...and a couple of dogs...did very well overall...but, DELL caught my attention big time...well, Michael did first...:o) The thread and Michael convinced me that DELL was where I should have my confidence...so, I sold em all and kept adding to DELL...bought DELL 25 times last year alone...have bought it 5 times this year already....
Own some AOL and RMBS...just to say I'm diversified... :o)

Best, kemble
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