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

To: Lucretius who wrote (39448)	4/28/1998 10:55:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

LT, I'm not leveraged. I don't buy on margin (never have) and my turnover is very low. I've been investing for about thirty five years and remember October 1987. And you know what? In the long run it didn't matter. Now, in terms of interest rates, the only ones that matter to the market are long term rates. [There is excellent statistical evidence for this point, but I'm not going to cite that stuff here.] Long term rates are not set by the Fed. What evidence do you have that long term rates are going higher? TTFN, CTC

To: Lucretius who wrote (39448)	4/29/1998 12:03:00 AM
From: Sig	Read Replies (1) \| Respond to of 176387

LT: <<< buying Dell before earnings>>> Nope: I never use margin and I ran out of cash after buying 2 Dell calls a few days ago. For 100% of assets and a bit of math, I have the following Dell stock and calls =94.74% ( of this 70% in stk, 30% in leaps) Other stock and calls=5.26 % ................Total= 100%, This provides the required diversification, like if you want hair in your elephant stew, toss in a rabbit. Its hard to keep a good company down ,a few months ago this was only 80+% Dell. Since I don't have 100% Dell, perhaps I shouldn't post here, but what the %^$$, its a free world. Sig