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

To: JACK MARCEAU who wrote (30513)	2/19/1998 9:55:00 PM
From: Andy Yamaguchi	Read Replies (1) \| Respond to of 176387

Sold 10 Feb. Calls yesterday and brought 800 shares today. Effectively, my net worth reduced about 10 K. Played Dell calls three times last year, each time double original investment. After carefully analyzing Dell's future, I decided to invest on Dell for long terms.Here are the reasons: 1. Dell just entered Sever market, growing in this area is fast. This is a high margin area and Dell's market share just begin to rise. We shall see big jump on Sever market share for DELL in this year. 2. Upgrade to P-II is just beginning. Dell will do well. 3. CPQ is too diversified, this gives Dell huge opportunity to grow. Andy