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

To: Frank Ellis Morris who wrote (150996)	1/10/2000 8:29:00 PM
From: BBG	Respond to of 176387

>>>I have lightened up my position by 20% today<<< You selling will just make the march to new highs all that much sweeter... Ciao BBG

To: Frank Ellis Morris who wrote (150996)	1/10/2000 8:32:00 PM
From: Norm Tock	Respond to of 176387

Frank, I have stayed with Dell for the past year, thinking it had to climb. I may as well wait for the earnings report,and if it is not what is expected I will be out. It's terribly discouraging to see the record NASDAQ numbers and sit with a stock that goes no where. It would be nice if ML would at least do as Jim M does with Applied Materials. He doesn't beat around the bush and calls a spade a spade.

To: Frank Ellis Morris who wrote (150996)	1/10/2000 10:01:00 PM
From: Naggrachi	Respond to of 176387

<<I will act aggressively in the coming days to possibly reduce my holdings in large percentage if Dell does not beat earnings expectations.>> Frank, make sure that this decision is not based on emotions. I think, FWIW, GTW's warning has hurt DELL more than it did GTW, frustrating but understandable, IMO. A Q or 2 from now you may not even remember this. I hate to see you bail out of a stock at the bottom, swap your money into another stock at the top and watch them behave in opposite directions. That's even more frustrating. Trimming down a large holding by 20% is not a bad idea, however, don't go to the other extreme. May I suggest NOK, JDSU, VRSN, ARBA, AMGN? Pick an entry point, FWIW. Zead

To: Frank Ellis Morris who wrote (150996)	1/10/2000 11:22:00 PM
From: Sig	Respond to of 176387

Frank: The new Dell resembles the old Dell in one way, which is that of setting new highs about every three months June high 44 Sept high 49 Dec high 53 Mar high (58 est?) July low 33 Aug low 38 Oct low 43 Jan low=?( 43)? Conclusion. We seem to be at a low , with a potential high of ~58 coming up ( I would guess in Feb earnings run-up). (to be expected when company growing 40 to 50 % /yr) As far as moving out of Dell somewhat, I tried that in 1997 and 1998 and it failed. The crums I picked could not keep up with Dell, I moved the money back each time one failed - thus ended up 97% Dell in Dec 1998. It took a trigger to put me back to work, make a change, and that happened in May when I had to sell some 7000 Dell because the broker changed the margin from 70% to 50%. I have never regreted doing that( building up Qcom Jdsu etc), because all summer and fall the bears have cranked Dell up and down and every 3 months I would have been close to a margin call! Its also a sweet revenge on the Dell bears who have apparently (check Dells price action during options expiration week) manipulated the stock mercilessly. The yellow-bellied chickens don't fool around much with Qcom or Jdsu because thats too dangerous a game, at least in the near future. Good luck Sig

To: Frank Ellis Morris who wrote (150996)	1/11/2000 12:02:00 AM
From: Ex-INTCfan	Read Replies (1) \| Respond to of 176387

Frank, re: "See much better possibilities elsewhere." Agreed. But don't leave your money out of the casino for long. I think Dell is within 2 or 3 points of a near-term bottom (barring really bad news), but your move should pay off if you can get into a flyer like JDSU quickly. For what its worth, I trimmed my Dell holdings today as well, for the fourth time in the past week. I now have whittled my Dell position to a level with which I can be comfortable -- a bit more than a market weighting, but not the huge percentage of my portfolio it used to be. Will keep it as a long-term hold, (or longer-term, I should say, since I've had it for three years). I still think it is a great stock, but my watchwords this year are "diversification" and "rolling thunder." INTCfan