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Technology Stocks : Dell Technologies Inc.
DELL 122.55+4.4%Nov 21 9:30 AM EST

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To: edamo who wrote (128907)5/26/1999 12:57:00 PM
From: David Harker  Read Replies (1) of 176387
 
>p.s....intc is extremely attractive at these levels...if you
>are a dell believer...why not own intc...without them..mikey
>back to the trunk of his bimmer....

Glad to hear you agree - I just sold 40% of my dell at 33.5 (at a
nice profit, these shares were my "old" ones, long-term cap. gains)
and bought some INTC w/ the proceeds, at 52 - a little
"diversification within a very specific segment", if you will...

Reasoning: if any portion of this downturn was "Dell specific"
then being in INTC will help, and if not, intc will still do
well if Dell & the Nasdaq do well.
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