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

To: Sig who wrote (152984)	2/3/2000 4:37:00 PM
From: D. Swiss	Read Replies (1) \| Respond to of 176387

Sig baby, even Dogpaq outperformed Dell today! :o) Drew

To: Sig who wrote (152984)	2/3/2000 4:48:00 PM
From: stockman_scott	Respond to of 176387

<<has everyone ( except Warren B.) started thinking about short term gains?>> What's 'short term' Sig <G>? I am not as patient as I used to be and I seem to be seeing the performance in my accounts improve all the time. It is important to understand the company you are investing in and have a time horizon for your investment. Yet, I will not hesitate to sell shares if a company can not exceed expectations. Sentiment for a stock and its field needs to be considered. Unfortunately the PC Sector has been out of favor for quite some time. Yet, the internut infrastructure area, the B2B e-commerce area, and the broadband / optical network area all remain RED HOT. Look at SEBL (as an internet infrastructure stock) and IMPT (as a new broadband play focussing on Latin America). They both are at new highs. Yet, they are in 'the right sectors' and investors can't seem to get enough shares right now. The hardware area is dominated by older, more mature firms and it seems to be more cyclical. Tell me where you would like the majority of your money right now..?? It really depends on your strategy and your tolerance for risk. DELL will rise to new highs again -- but who knows when..???? Good Luck Investing (it seems like you are in some GREAT stocks -- like BVSN). Best Regards, Scott

To: Sig who wrote (152984)	2/3/2000 4:57:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Sig, My thoughts about the market are somewhat different. With the NASDAQ 100 trading at around 115 time trailing earnings I see much of the market as a huge bubble waiting to burst. Consequently, I am beginning to look at fallen angels as the best long-run profit opportunities. Some of these stocks represent growth at reasonable valuations (and to my mind that means safety). That's what prompted me to take a position in LGTO and expand my position in TYC. I'll be looking very closely at SYKE when they publish their quarterly data. At 20% I think you're still holding too much DELL. My Dell holdings are around 11% and that's too high for my taste. But that was the result of VISX, TYC and LU crashing. I like to keep my holdings in any one company below 8%. Good luck, CTC

To: Sig who wrote (152984)	2/3/2000 5:14:00 PM
From: stockman_scott	Respond to of 176387

~OT~....Sig: Check out CREE Research....Wow... CREE is a HOT company in a HOT sector....investors can't seem to get enough CREE shares...I have been buying CREE shares each day this week and it is now one of my largest holdings. I know there is risk buying at these levels. Yet, I really believe in this company and where it is going in the future.....Here is the latest update....FYI... <<Cree Rises on Optimism for Its Light-Emitting Diodes Durham, North Carolina, Feb. 3 (Bloomberg) -- Cree Inc. shares have risen on optimism that the company's blue light- emitting diodes used in cellular phones and car displays could replace the simple light bulb within 10 years, analysts say. The Durham, North Carolina-based company's shares have risen 48 percent since Monday, when Cree began demonstrating its chips at technology conferences, renewing interest from investors. The shares rose 19, or 16 percent, to 139 on the Nasdaq Stock Market. Cree makes semiconductors that produce light in devices like traffic lights, neon signs and car dashboard displays. The chips convert electricity directly to light without generating heat, which is much more efficient than traditional light sources and would save money for consumers. ''A light bulb would last six or seven years,' said Hans Mosesmann, a Prudential Securities analyst, who has a ''strong buy' rating on the stock. ''Everybody is generally excited about the prospects for generating white light.' John Lau, a semiconductor analyst for Wit SoundView, said Cree's diodes are used in Nokia and Panasonic cell phones, and in dashboards for Audis and Volkswagens. Previously these dashboards would use light bulbs that would often have to be replaced. ''The extra cost to buy a light bulb would be made up for in one year in savings to the electrical bill,' said Lau, referring to the higher cost of such a light bulb. ''So within a year, you'd get your money back and still have many years left.' Lau said Cree ''can't make chips fast enough,' and many of its customers are on a waiting list. The company had $60.1 million in sales for the fiscal year ended June 1999. Feb/03/2000 16:27 Bloomberg News>>