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

To: Chuzzlewit who wrote (152971)	2/3/2000 4:35:00 PM
From: Sig	Read Replies (5) \| Respond to of 176387

Hi Chuzz: Here are some of my impressions of the market today 1. Still a vast liquidity in the market(useful for buying techs) 2. NAS continues taking over from Dow since techs have demonstrated ability to grow and earn money 3. That recent tanking was a planned head fake to take out stops and over-margined accounts by exaggerating fear of Feds and interest rates. I seldom use stops but did on 5 stocks that day but did not get taken out. Thats when I keep Gregs advice in mind, to buy when blood is running in streets so I even managed to buy some. 4. I asked Donnie about the Bvsn with the result I kept it and its up maybe $30 since then 5. I remember Lees comments on Sdli some time ago so kept most of that too and its up around $100 since then. 6. I heed your advice on diversification and have gone from 97% Dell to 20%. It kind of happens automatically without much thought, if I stop buying Dell when its flat and invest in stocks performing better. So it happens over a period of months and is not a one day thing. Am placing no ST bets on Dell at this time- bought HD 2002 leaps maybe some Dell 2002 leaps and my first ever WMT stock today. We may get only a few bucks run-up to Dell earnings because of all the uncertainty. But would expect a major move in Dell sometime this year of around 40 to 50%. Problem is that % may not be good enough if the techs keep on rolling, despite the fact it would exceed that of many Dow stocks. Depends on how the institutions value the stock- it looks good LT to me but has everyone ( except Warren B.) started thinking short term gains? Dell still the best thread- many great ideas around here we can all use - some day I will even learn to sell calls(G) Kinda wordy Sig