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

To: James H. Irwin who wrote (25364)	12/16/1997 4:56:00 PM
From: Meathead	Respond to of 176387

re: Do you feel you HAVE to own Dell right here right now? Yes, I've been holding for several years however, that makes it much easier... I don't trade much at all, just buy and hold. I'll get out when it looks like the fundamentals have truly changed. I scour every day for negatives and then try to assess their validity, continually building the case on either side of the argument. Trying to assume sales of PII machines is going to suffer because of price points, competing technology or the needs of the average Joe is not a sound practice. You have to assess the worldwide market segments and trends and further subdivide them into smaller chunks. Couple that with technology roadmaps for HW/SW and track it monthly. It's the macro view that takes a tremendous amount of work to keep up with, but that's what I do and why I'm not worried about a massive slowdown. It just does'nt look like things are gonna go south anytime soon. Just MO. BTW, $9.00 is for the year 2001 MEATHEAD