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To: Tweaker who wrote (51196)7/14/1998 11:46:00 AM
From: SecularBull  Read Replies (1) | Respond to of 176387
 
Well, it couldn't go down much further. You should have bought DELL three weeks ago, with the proceeds from selling the worthless CPQ (that you just sold last week). How much would you have made then?

I rest my case.

LoD



To: Tweaker who wrote (51196)7/14/1998 11:49:00 AM
From: K. M. Strickler  Respond to of 176387
 
T,

What did you put your CPQ $ into? Did that stock go up? If it did, you can compare what you would have had had you left the $ in CPQ and what you invested in, to see what the 'opportunity' cost was. I also recently changed for a week or so, DELL gapped, I lost effectively 75 shares of DELL when I went back. I am now plotting the 'old diversified' portfolio, and the 'new consolidated' portfolio with an Excel spreadsheet to see how I would have done. The 'consolidated' portfolio is up about $2K over the 'diversified' model. But you knew that!

Regards,

Ken