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

To: rudedog who wrote (85872)	12/17/1998 11:33:00 AM
From: OLDTRADER	Respond to of 176387

Rudedog-you'r my kind of guy-only my style of "asset allocation"-is Dell and then Dell and then Dell and top it off with some options from time to time-Merry Christmas to all!

To: rudedog who wrote (85872)	12/17/1998 11:52:00 AM
From: Sig	Read Replies (1) \| Respond to of 176387

<<<My idea of diversification is to hold a number of different tech stocks>>>> Am in full agreement there. One hard task was to shake off the nostalgia and ideas of previous years regarding what some still consider more solid "investments". I just sold the Wag so the only non-tech I have is CD. Volatility seems a way of life now , even for the blue chips, but at least we get some (a lot?)gg of upside volatility in the techs(G). And a rock-solid base under Dell Sig

To: rudedog who wrote (85872)	12/17/1998 5:11:00 PM
From: Frank Ellis Morris	Read Replies (1) \| Respond to of 176387

>>My idea of diversification is to hold a number of different tech stocks - I don't own anything outside of the tech sector. Everyone ought to own a little LU, a little INTC, a little MSFT, a little CSCO. And of course some DELL and some CPQ. It's a strategy which has yielded better than 50% annualized for the last 5 years. I am no stock wizard, it just seemed to me that this was a kind of 'set and forget' portfolio where some of these horses would be pulling at any given time< I like your tech selection and yes I too own shares of Intel, Microsoft, Cisco, Dell and Compaq but do not own Lucent. I do also have AOL. Best Wishes to you Frank