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To: John Hauser who wrote (47181)	6/11/1998 9:31:00 AM
From: Tweaker	Read Replies (2) \| Respond to of 176388

Contrary to popular investing advice, being diversified can limit your profit. Especially if you have a hot stock like DELL has been. I sold my INTC Jan 31 for a tax loss. While INTC was going down, DELL was going up. I would have been better off with more DELL and less other investments This not a recomendation. Just an observation based on my experience. I sold 2/3 of my DELL early this year so I would be divesified and since then it has gone up 30 points and settled at around 20 points up. (temporarily) Phil

To: John Hauser who wrote (47181)	6/11/1998 10:35:00 AM
From: SecularBull	Read Replies (2) \| Respond to of 176388

John: Have you considered some options instead of equity to hedge INTC and DELL (play both sides of the fence with less cash)? LoD

To: John Hauser who wrote (47181)	6/11/1998 10:54:00 AM
From: Craig Lieberman	Read Replies (2) \| Respond to of 176388

JH I did just that to pick up another 700 shares of DELL @79 INTC upside next six months could be 50% from its lows. I have been disappointed with INTC during my last year of ownership. Thats why I dumped it in favor of more DELL shares. Craig

To: John Hauser who wrote (47181)	6/11/1998 11:21:00 AM
From: Sig	Read Replies (2) \| Respond to of 176388

John:OTOT Each year in Fort Worth, Rusty the steer is led around a circle with a variety of marked stock symbols. As Rusty leaves his 'mark' ( chips or whatever) in front of symbols then that stock becomes one of his selections for the year, which is compared with the selections made by various analysts. The result last year was that Rusty "blew them away", so to speak by having roughly twice the gains of his nearest human competitor And this year to date he is still the leader... Will let you draw your own conclusions. Sig