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

To: rudedog who wrote (155448)	3/22/2000 7:58:00 AM
From: GVTucker	Read Replies (1) \| Respond to of 176387

rudedog, RE: I was suggesting that Kemble might have reached a point where it would be prudent to build up equity in some other solid, high growth issues - INTC, CSCO, MSFT come to mind. That way, he would have the opportunity to get liquid independent of what is happening at the moment with DELL and would probably still see quite decent returns. Lowering risk through diversification makes sense for a lot of people, but your suggestions lower risk very little. All four of the stocks that you mention are highly correlated, and at their current prices, the odds are very high that all four will perform poorly going forward. There are many other industries out there outside of technology, many with outstanding propects at a much lower price--particularly important when you're trying to lower risk through diversification. It wouldn't hurt to broaden your horizons.

To: rudedog who wrote (155448)	3/22/2000 8:56:00 AM
From: OLDTRADER	Respond to of 176387

RE:RUDEDOG-I agree 100% with everything you posted-I am thinking of putting it in "coast gear" too, but I love making money-as do you and GV-thanks for the balanced reply-I am long 300 March 95's (bot @ 7.50)and watching them carefully and my sizable stock position in MSFT and of course DELL-and a new one MCLD.Best regards.