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Technology Stocks : Dell Technologies Inc.
DELL 117.44-1.6%Nov 20 3:59 PM EST
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To: freeus who wrote (112424)3/25/1999 7:02:00 PM
From: SecularBull  Read Replies (1) of 176387
 
DELL (equity only) is about 18% currently, down from 90+% in November '98. Sales of DELL, plus significant growth in my other holdings has accounted for this drop in DELL as a percentage of the whole pie.

I have slightly smaller positions (10-20%) in WCOM, CSCO, LVLT, RCNC, and SUNW, with very small positions (5%) in ITWO, AWRE, AMAT, CCU and RMBS. I also have very, very small positions (<5%) in IFCI, PILT, CPQ, and GTW (leaps only in the last two).

LoD
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