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: Chuzzlewit who wrote (52167)	7/18/1998 4:26:00 PM
From: Tweaker	Read Replies (1) \| Respond to of 176387

I would like to have all my money in DELL because it is a real mover, but what if the plant burned down or the DOJ picked on them, or, or, or. That is why I try to diversify some what. If DELL gets hit with a disaster I still have LU, CSCO, ETC. Also have a coupla 401K plans that only offer mutual funds. My wife has a 403k, an anuity, and a CD. If all that fails as JP would predict, I have a coffee can full of pennies. Phil

To: Chuzzlewit who wrote (52167)	7/19/1998 9:19:00 AM
From: K. M. Strickler	Respond to of 176387

Chuzz, I understand that even in the case of OXHP there were indications that trouble was a 'brewing'. Except for the fact that this thread was so well informed, one could also make a case for the recent troubles with CPQ. (IMHO) Actually, I suppose that 'deep down' I remain 'diversified' as I continue to hole 18 months of 'income' in a mutual fund that is distributed as a monthly income, the rest being 'diversified' into DELL 95% and MSFT 5%. (This excludes the 'base' reserved for continued income. Every time that I consider taking more from that 'base' for investment, I get 'nervous' and don't do it, even though I feel I could do better in a stock!) Of course in a 'severe' downturn, when everything goes down, 'cash' in your best position. I case can be made for 'gold' in that kind of market, but usually the flight to precious metals results in a severe run up, followed by a run down as the market recovers. It has been my experience that I really lose in that scenario. JMHO, Regards, Ken