Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Sig who wrote (36328)	4/2/1998 7:35:00 AM
From: rudedog	Respond to of 176387

Thanks for the encouragement. I really can't complain, back in first week of march I moved some CPQ (at 28, picked up in december and sold break even) into MANU at 40, FDX at 67, CYCH at 13, and added to Dell holdings at 63.5, all of that stuff is doing pretty well. People keep telling me I'm too heavy into Tech but it's been good to me in the last 4-5 years and I just can't force myself to be conservative, also believe in Buffet's 'invest in what you know' rule and I know the technology sector from a business perspective better than other sectors. Have been looking at communications but have not seen anything I think is super solid. can't get excited by the database companies. looked at SAPHY - they might take off if they list here just because the visibility of the stock will increase, also a pretty solid franchise. But at the moment the bulk is in CPQ and Dell. I don't see CPQ moving up substantially any time soon but looking hard at underlying business I think Dell has a good shot to move up steadily if they just stay on track the next 2 quarters.