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

To: Sig who wrote (172142)	1/13/2003 11:42:58 PM
From: John Koligman	Respond to of 176387

Sig, I don't mean to imply that any of the aforementioned stocks (you can add Ciena to the mix, it's another I own that has moved well but is volatile) are of Dell quality. It's all in the timing, and I simply feel that if/when tech spending at least comes back a little bit, you get doubles/triples in them, while you might see Dell hit $40.... I would certainly be of the opinion that if this occurs, sell and run. I think it is a decent bet taking into account the close to 80% drop in the NAS and the cash levels of many of these firms. They will stick around and you play the substantial bounces in them. Best regards, John