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

To: JRI who wrote (61964)	8/28/1998 3:37:00 PM
From: larry	Respond to of 176387

I think that the best strategy for longs is to diversify his portfolio. I mean, to put a significant amount of your cash in the true big chip issues (MSFT, LU, CSCO, and DELL). Among these, DELL looks strongest currently due to the recent earning and stock split annoucement. But from a long term view, MSFT and LU might be better simply because they have been trashed more in a percentage view, especially LU (this puppy seems to have strong support at 80, and it's very hard for it to break 75-76, IMHO). DELL will be a great buy at 105-110, certainly not above 125. And also pour some of your hard earned cash to the battered small and mid-cap issues which have excellent earnings record. You can find lots of those issues trashed for nothing but the fact that they are small caps. These guys very likely will give you better return in the next 18-24 months than DELL. good luck, larry!

To: JRI who wrote (61964)	8/28/1998 3:46:00 PM
From: freeus	Read Replies (2) \| Respond to of 176387

re 200% I would be happy with continuous 100%, but wouldnt be surprised at 200% for another year or two, would you ? Got a scare today: at about 10.:30 a.m. I called Fidelity to get the quotes (not allowed to use the computer at work for other than business related except at lunch time: oh yes this is my lunch so I am allowed to do this...disclaimer.) Anyway the recording said "the stock market is now closed, Dell closed at 119 5/8." I thought:"My gracious what happened to close the market 2 and one half hours early? must be a meltdown!" Then I called to talk to a real person and discovered the automated service was just malfunctioning. Phew! Wish we'd close above 125. Freeus