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Strategies & Market Trends : Z PORTFOLIO -- Ignore unavailable to you. Want to Upgrade?

To: Susan Saline who wrote (5430)	10/8/2000 10:34:58 PM
From: Larry S.	Read Replies (2) \| Respond to of 11568

Not to pick on PZ, but I really wondered about his DELL pick a few weeks ago. I was tempted to say " I don't feel DELL is a good pick at this time, and then give my reasons". I'm sorry I didn't. It would be good if we made comments about some of the trades posted. That should not prevent the trades from being made. BTW, I didn't say anything about DELL for the following reasons: 1. I've done so lousy, who am i to talk. 2. PZ has a perfect record this year of picking Z winners. 3 The Z has been built upon honesty and mutual respect. The reasons I wanted to comment why I didn't think DELL was a good pick were: 1. The negativity in the sector and perceived slowing of PC sales. 2. The changing nature of DELL from a premier growth company commanding a large multiple to an commodity slugger. and 3. DELL IS NOT AN OIL COMPANY!!! So, I invite anyone to comment away on my picks, current and future, and hope that my comment on yours will be taken constructively. larry