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Technology Stocks : Dell Technologies Inc.

DELL 133.18

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12:59 PM EST

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To: edamo who wrote (116659)	4/12/1999 4:57:00 PM
From: stockman_scott	Read Replies (2) of 176387

I must admit that I have diversified more in the last week.... I love DELL but I should not fall in love with the stock -- LoD made some interesting comments about this recently. DELL is still my largest position but I sold some DELL last week in the mid 40s....I wanted to invest more heavily in the internet sector. DELL is my highest market cap. stock...Last Friday I sold the last of my AOL (at $161) due to valuation concerns...I prefer to own younger internet plays with much more upside....I also have recently built a nice position in a pioneer in the new ADSL movement (AWRE) -- late today I bought this stock for the 2nd time. My current long term holdings are configured as follows (as of today's market close): DELL 33% CMGI 23% AWRE 15% MCNS 13% MSGI 9% XNET 7% I still am a BIG believer in DELL and its future. Yet, DELL is much more mature than when I first bought it....I will continue to follow DELL closely and keep it as a core position in my LONG TERM portfolio. Good Luck Investing Everyone. Best Regards, Scott

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