<<<sure, this takes on a lack of diversification...but, I feel
comfortable knowing who controls my investment..>>>
I am working on the diversification bit with following results:
(Stocks= 88%) ( Calls=12%.) Tot=100%
Dell=71% Dell calls=8%
Emc +1.5% All other calls =4%
Yhoo=1.1%
Aol= 1.1%
Athm=0.9%
Cmgi=0.7%
Bby= 0.7%
This only shows where I am at now, not how I rate these things
if anyone asked that question, as I also have some msft, idtc, intc,nscp.
Greg presented a post with an analysis of where Dell may be in one year and in two years. Its rather positive, but I feel Dell
will do even better. At the growth rate shown and gaining a possible 3X leverage by the judicious purchase of calls,leaps,or selling puts Dell can provide truly outstanding gains.
My position in Dell,as you know, has gone far beyond
anything I could have asked for, or even contemplated, only one year ago. Not exactly a smooth ride(hehe) but well worth it.
My congratulations to you and Michaels and others here who I know are deeply into Dell and hanging on solidly.
Despite the intrigue of internut mania, which I enjoy playing with, it will be quite a few months before I achieve
much diversification.
Some stocks worked well for me( cmgi,geek,geoc,gnet,and always yhoo)
Some stocks are my nemesis( intc,jbl,asml,orcl,eggs) to name a few so I approach those with extreme caution, ready to dump and return to Dell.
Regards
Sig
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