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To: Ibexx who wrote (69715)12/10/1998 6:00:00 PM
From: ftmp  Read Replies (1) | Respond to of 186894
 
It is meaningless whether a stock is your core holding
or not. your core holding(favourite stock quote) changes time
to time. CPQ is now gone and Dell stays even though you
mentioned in many occasions that you like CPQ long term
vision but suspend Dell's long term stragery. Now you are
in for AMAT as the stock starts to run wild.