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Technology Stocks : Dell Technologies Inc.

DELL 122.46

-8.5%

Nov 17 3:59 PM EST

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To: arthur pritchard who wrote (111724)	3/24/1999 3:53:00 PM
From: Chuzzlewit	Read Replies (3) of 176387

Arthur, what can I say? Some of us like to walk on the wild side. And others prefer watching their saplings grow into mighty oaks. I think I bought right in the first place because my basis in Dell is around $5.75. My major cause of concern is that given the huge run over the last couple of years Dell is almost 35% of my portfolio, and by all rights it shouldn't be more than around 7% (which is approximately where it was when I first bought Dell). The last time I bought a bargain was adding to Dell in the Fall of 1997. But since I am fully invested what shall I sell? I like all of my holdings, so I shall simply sit on my hands. TTFN, CTC

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