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To: Byron Xiao who wrote (48670)2/24/1998 12:25:00 PM
From: Dale J.  Read Replies (2) | Respond to of 186894
 
re: <<So Dale, what's is your stock pick for the next 2
years that will actually outperform/equal to DELL's performance
the pass 2 years. >>

Byron:

I don't know of any stock that will duplicate DELL's performance over the next two years. I wish I did. I bought a DELL computer through the WEB in mid 1996, I was impressed with the quality/price. I looked at the stock but thought it had already run up. Rats!

I sold a few thousand shrs of MSFT, but I am still long 3000 shrs. I sold my INTC at 86 a couple weeks ago after Kurkland tried to push the stock down. So other than the 3000 MSFT shrs, I am primarily in a large cash position.

With the market at record levels I will wait until the next correction to get back in.

Any ideas? A cash position is boring, but if the market corrects, cash will be king.

Dale