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


To: John Hauser who wrote (88363)1/10/1999 10:26:00 AM
From: Grant  Read Replies (1) | Respond to of 176387
 
John,

I'm certainly not a seasoned investor by any measure. My advice would be to place a market order asap for DELL for the entire 10k and turn off CNBC. Then begin using your computer to surf and play games. Next year about this time check your investment and you'll be pleasantly surprised.

Wish I'd done that last year,

Grant



To: John Hauser who wrote (88363)1/10/1999 10:35:00 AM
From: PAL  Read Replies (1) | Respond to of 176387
 
John:

This depends on your risk level: how much risk you are willing to take. Remember that one of the best performing mutual fund is Rydex OTC which returns 100% the last 52 weeks. It consists mainly the OTC 100 stocks. Now if you narrow it down, you can have a choice of:
Douglas 5: the five largest stocks in NASDAQ: MSFT INTC CSCO WCOM and DELL or the 4 horsemen: MSFT INTC CSCO and DELL.

Wall Street has been rewarding the leaders in the industry and will continue to do so. So choose the leader in each industry as the core holding (some term it as Gorilla - eg INTC MSFT CSCO and King - eg Dell). Extra money can go to the emerging companies. Make sure that you fund your core holdings (stocks that will be held for a long long time) first.

Good Luck. Not intended as investment advice, just an opinion.

Paul.



To: John Hauser who wrote (88363)1/10/1999 11:00:00 AM
From: Voltaire  Read Replies (1) | Respond to of 176387
 
Logic:

Buy one Put and Buy one Call on AMZN.

Enjoy,

Voltaire



To: John Hauser who wrote (88363)1/10/1999 11:10:00 AM
From: arthur pritchard  Read Replies (1) | Respond to of 176387
 
John:<dell as a mutual fund> I know this sounds silly to many, but dell diversifies me. That is why I do 100 % Dell. Plus it has a clean set of books. Plus it has Chuzz pointing out the few weaknesses. And with this thread, what more do you need. Mo is on Chicken soup right now, but as soon as hiw wife lets him....watch out. I am 60, and feel dell is a proxy for many things I really care about. This is very important to me personally. I do not like his personal venture capital efforts, but will look for ways to participate in these also. I have worked for some very clean companies, and Dell makes me feel the same. Who in the world knows how to understand the inuts. I still spend 80% of my time running an inner city housing project, mostly for the disadvantaged. The world does not depend entirely on whether amzn can outperform wmart and sears together selling washing machines. If you spend enough time with people with real problems in life, you can see these things. Somehow for me, a certain elitist mentality keeps inuts going, but I really have no idea. Buy Dell, and do something else. Or buy it highly leveraged, and come join me in the inner city. I could use some help. **OT** very very I am currently a two flat with third level furniture shop, into rooms--there is such a demand for san francisco housing. Our plan is to have sort of a commune, to restore very old pianos. One of the tenants (17 years) restores antiques. A newer russian lady plays incredible classic piano, and at 60, is willing to spark our team. She is also one incredible cook; you wouldn't believe it. Her only family is in London, for now... I want to call the place, house of music (but in russian). We have many Russian persons here. This is what keeps me balanced, and physically and mentally healthy. Thank you for reading this, and wishing us well.



To: John Hauser who wrote (88363)1/10/1999 11:49:00 AM
From: Ex-INTCfan  Read Replies (1) | Respond to of 176387
 
John Hauser -- My humble opinion -- Wait for a day or two of large declines in the NASDAQ, and then pick up XCIT or LCOS. Ride it for a bit and then roll it into Dell, CSCO, or MSFT.

INTCfan



To: John Hauser who wrote (88363)1/10/1999 4:28:00 PM
From: Sig  Read Replies (2) | Respond to of 176387
 
John:
You already have 5 good replies but its fun to have 6 so here it is.
Straddling an Amazon could be fun, but it might cost you $.
I consider 75% Dell a very livable investment.
Whatever you do with the $10k can be considered wrong, for example:
My wife received $10k in June 1997. We ultimately put it in Dell, about 1/2 in stock, 1/2 in calls. Today its worth ~$63 k (much due to the calls)
Here is what one call(leap) looks like:
LDZAW DELL/00-17.5 cost 7.30, worth $48.13.
( and there should be 8 of those because it split three times)

Stock price appreciation since June of 1997:
Dell= 409%
Aol= 833%
Yhoo= 2976%
So obviously, after much hindsight, we should have put it in Yahoo
and through successful playing of the calls could have had close to $1 MM. HOWEVER, I could not have ridden out those 40% tankings
in October and some in the Spring also without major faith in the
company. And I did not have that in Yhoo.
If going long term, it should be in a stock you have a personal solid faith in, because SOMEDAY that sucker will back down and its tough to hold. When Dell backs down it will be from a higher price than it is today and I can live with that.
JMHO
Sig




To: John Hauser who wrote (88363)1/10/1999 5:19:00 PM
From: jhg_in_kc  Read Replies (1) | Respond to of 176387
 
heere's my view. put 1/2 of it in Dell,
put 25% of it in Cisco and AOL
put the rest in your choice of 2 from the following:
emc, inkt, sunw, yhoo, rmbs.
jhg



To: John Hauser who wrote (88363)1/10/1999 6:58:00 PM
From: CNC  Read Replies (1) | Respond to of 176387
 
I just read the 7 other posts and they offer good ideas. Here's mine.If you have the extra cash and aren't convinced what to do with it, park it into something that is rising and wait for ideas. I did this late last spring and early summer with LU, and couldn't find a better place to invest it that where it was parked originally.