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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (146651)	11/6/1999 5:58:00 PM
From: stockman_scott	Respond to of 176387

Greg: AGIL is a GREAT stock.... I am thankful I started buying it in the 50s.....I have held onto a lot of my shares since I see better days ahead. I like the fact that DELL is an investor in AGIL and I also feel that their alliance with Oracle is big plus. AGIL has tremendous mindshare in the new product content management category they are in. Many firms are working hard to web-enable their entire supply chains. This has been a challenging year for DELL investors.....I will admit that I have very few DELL shares left. I may re-enter next spring in a bigger way -- depending on the market perception for the stock. In the last few months I have done very well investing in stocks that are just entering a hypergrowth phase. AGIL is a great example. SONO is another. This pioneer has launched a unique handheld ultrasound device. I also really like KIDE now. 4KidsEntertainment (KIDE) has the rights to lisence Pokemon in the US and in most countries worldwide. Many of my young relatives and their friends are wrapped up in the huge new Pokemon craze and this stock has really rocketed. In the next few weeks you'll see the Pokemon movie and massive holiday sales of Pokemon products. Watch for this stock to go to the triple digits and split. By investing in what I consider to be special opportunities and evaluating the market's sentiment for the stocks, I have been fortunate to generate very healthy returns for my online IRA. According to my Schwab statement that arrived today, my YTD % performance (through October 31) is 121%. That's not bad when you consider some of the mistakes I made in the first few months of the year <VBG> .....Success can not be taken for granted though.... Through October the S&P is only up 11% and the Nasdaq Composite is up about 35%. IMO, the Nasdaq is the best benchmark since it tends to more closely mirror our new digital economy. My relatives still own much more DELL than I do. They are patient long-term investors. Over the years they have not sold any AOL, CSCO, EMC, INTC, MSFT or other blue chip tech stocks. I tend to be much more aggressively invested and I have very high expectations for my investment accounts. Ideally, I do not like investing in firms with large caps. Once in a while I make a few exceptions. DELL is a well run company and may temporarily be a victim of its incredible success. The expectations for DELL are high and the company is a large, complex organization. I admire what Michael Dell and his team have accomplished so far. They're direct marketing and e-commerce pioneers. Yet, it is not prudent for me to invest the majority of my online IRA Funds in DELL right now. Timing can be everything in this world..!! Good Luck Investing. Best Regards, Scott

To: Boplicity who wrote (146651)	11/6/1999 8:16:00 PM
From: TigerPaw	Read Replies (1) \| Respond to of 176387

A friend of mine has a system which I find interesting (but haven't copied myself yet). When he finds a good stock and makes a profit and gets out, he leaves his profit. That means he only sells enough to get his orignal money, commisions, and maybe a bit more. That often leaves him with 5 or 10 shares of the stock he though was good. Often a stock that seems good is really great, and although he doesn't own much he benefits (and is reminded to look at their progress because they are in his portfolio). If he sells because it was not as good as he anticipated, he sells it all. TP