Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: JRI who wrote (149296)	12/15/1999 11:22:00 AM
From: rudedog	Respond to of 176387

John - Thanks for the insightful comments. Let me clear up 1 thing - re: you said that you are thinking on selling based on this year's past performance I have no intention of unloading my entire DELL position. But if it is going to be a stable, reliable gainer rather than the high flyer it was for me in 1998, I would give it a place in my portfolio more like my holdings of INTC and MSFT - which is about 10%, half of my current DELL position. INTC nearly doubled in 1998 - that induced me to add to my position, taking it to about 10% overall. In 1999, it has had performance similar to DELL, up just a little ytd... I am content with my holding there, INTC is not going away, but I don't fell compelled to add to that position. Likewise MSFT - up about 2.5X in 1998, I added to my position, it is up about 20% ytd... I plan to hold but not add. In that context, I feel comfortable that DELL should be at about the same percentage of my portfolio as those two. If CPQ ever comes back, I will also reduce that holding... I want to get a little more liquid to grab some of the opportunities I see in 2000.