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

To: McNabb Brothers who wrote (21066)	11/10/1997 10:15:00 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

Hey Hank. Do you know anything about fundamental analysis or are you strictly a voodoo chartist? If you are a chartist, you could look back at Dell's stock over the past few months and see a classic indication that the peak had been reached and a trend reversal was increasingly likely. What would this simple TA observation be?????? MEATHEAD

To: McNabb Brothers who wrote (21066)	11/11/1997 12:02:00 AM
From: Gold Beach	Read Replies (4) \| Respond to of 176387

Hank: Another thought on all box makers is that 95% of PCs used in large corporations are glorified typewriters. At our corporation we initially bought PCs with all the horsepower we could get. Then as Gates came out with more complex s/w we had to upgrade to keep up. Now we have 486's with 1 gigabyte of hard drive and 16k RAM. This is enough to run Windows 95 and the latest version of MS Word. Windows 98 requires less horsepower than 95. We have no intention of buying more powerful PCs. I'm hearing the same thing from acquaintances at other corporations. I think that PC makers will show good profits for this quarter. However I think sales will drop off in the future unless Gates comes out with some compelling complex s/w that corporations will jump at. The market typically anticipates such future sales decreases and that may be part of what is happening with the box makers. Don't know about laptops though. We outsourced a lot of tasks that used to require travel with a lap top, so we quit buying a lot of them. This is my experience and may not be indicative of the overall market. Don

To: McNabb Brothers who wrote (21066)	11/11/1997 12:38:00 AM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

Hank, (and Venkie) this is one issue on which we concur 100%. Here are my diversification rules: 1. Own stock in at least 12 (preferably 15) companies each of which is in a different business. 2. No company should represent more than about 8 - 10% of the total portfolio. 3. Don't buy on margin. Regards, Paul