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

To: Sig who wrote (28507)	1/26/1998 4:11:00 PM
From: Mohan Marette	Respond to of 176387

Sig: Uh..oh Soundview recommends Dell. The stock probably goes down then? NEW YORK, Jan 26 (Reuters) - SoundView Financial Group Inc said on Monday strategist James Townsend recommended investors overweight the technology sector and added shares of Platinum Technology Inc (PLAT - news) and Dell Computer Corp (DELL - news) to the firm's large-cap focus list.

To: Sig who wrote (28507)	1/26/1998 4:33:00 PM
From: Paul van Wijk	Read Replies (2) \| Respond to of 176387

Sig, Don't worry, I'm still a Dell-fan (although not a millionaire). Agree with you that momentum is on Dell. And probably will stay for a while. As I posted last week waiting for a moment to step back in. Anyhow, hope it will reach 100 soon so we get the big McNabb-press release on Dell. About CPQ, I decided to trade less in the next year because it is very hard to predict market-moves. Interpreting the Asian flu was simply compared to interpreting the soap and what it does to the market. Oil-prices down but could rise because of Opec or another war with the funny guy with the big mustache. To make a long story short, I buy/bought the big hi-tech caps at bargain-level and will only trade with a small amount of my money. But for the biggest part of my portfolio a have a long-term hori- zon. For example, I'm not expecting a split-announcement by ORCL this quarter. Good luck, and give the wife a hug. (And don't cheat on her). Paul