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


To: Sig who wrote (88423)1/11/1999 5:58:00 AM
From: On the QT  Read Replies (1) | Respond to of 176387
 
Hi Sig.

Your post "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."

Good point. If you are going to get "stuck" with a stock then be "stuck" with a stock that probably will get you "out". We all need to have a plan that addresses the : What if the stock....? What will I do?

Good advice for investors who don't know how to get themselves "out" or have decided that they will let the company get them "out".

Investing in stocks that may not get you "out", when you are stuck with them, requires that you know how to get your self "out". Preserving capital is what that is about. Can't blow the BR hanging tough. Too tough to come back.

I have made quite a bit of money just betting on one stock "Dell". Pointing to Dell and saying if you just stayed in for the long haul you would have made more money is probably an accurate statement to make to most of us.

Being "out" sometimes is been "stuck". For instance when Dell starts to gap up and you are waving good bye (sitting on cash when it should have been riding up and away!) Believe me and I know you know this, those of us that have been there know, it hurts but at least you can back in.

Betting on stocks that are less likely to get you " out" when you are in, requires that you get yourself out if the stock doesn't perform as expected. Otherwise your bankroll is shot and getting back in is really tough.

Right now I can't see investing in the purer type of Internet plays
(Yahoo perhaps one of the better ones) using the same fundamental criteria one traditionally uses to evaluate a Dell or IBM or Sun etc.

On the other hand, playing momentum, whether it be Dell or IBM or Sun as opposed to Yahoo Amazon E-Bay etc. is basically the same but the speed in which the game is played is by far faster with the latter.

Momentum play is a legitimate form of gambling. It can be improved upon and can be very profitable.
The roller coaster ride can be very exciting, breathtaking and quite enjoyable. On the other hand I know some that find no thrill with any of that.

We need to know how the game we play, is best played.

Regards,

QT



To: Sig who wrote (88423)1/11/1999 8:57:00 AM
From: John Hauser  Respond to of 176387
 
Belated thanks Sig.

I'm think about 100% DELL.

Guess I'm a 1-trick pony.
JH