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Technology Stocks : Dell Technologies Inc.

DELL 142.00

-3.2%

11:11 AM EST

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To: Hector who wrote (106752)	3/4/1999 1:30:00 AM
From: stockman_scott	Read Replies (1) of 176387

David: I was joking in a post to Kemble that I understand that over 90% of his holdings were in DELL. He is an individual investor (and a friend of mine). He has also told me that he has THE VAST MAJORITY of his long term holdings in DELL. In the last few years that hasn't been a bad decision. Kemble is one of the more enthusiastic supporters of DELL. Yet, he is entitled to his opinion. There are very few people that have studied Michael Dell and his company as carefully as Kemble has. I choose to have about 65% of my holdings in DELL. Kemble seems to have over 90% of his holdings invested in DELL. We all have our own investing approaches. Different Strokes for Different Folks<ggg> . Good Luck with your investing decisions. Regards, Scott

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