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

To: lin luo who wrote (80343)	11/15/1998 11:08:00 AM
From: larry	Respond to of 176387

Lin Luo, Again thanks for your nice input. DELL has been my #1 trading stocks since the market downturn. By mainly focusing on DELL, I have seen my portfolio shooting up another 65% since it hit my previous high in late July. Based on the size of my port, I don't think that it is an easy task. MSFT & DELL dominate my portfolio currently, along with a dew speculative buys. I agree with you that drug stocks are okay but I never really fall in love with them. The return is just not that attractive to me. ALthough I agree with you that YHOO! the company might not be affected by a economic slowdown, the stock will definitely be cut in half at least if we are really in a recession next year. And probably DELL, MSFT, LU, & CSCO will command a trailing PE of less than 40 by then. Well, I just have to prepare myself for the worst. good luck, larry!