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

To: Venkie who wrote (89364)	1/15/1999 9:38:00 AM
From: OLDTRADER	Read Replies (3) \| Respond to of 176387

My oinion and essential secret of my success--- (up 27.5 million over past 12 months)is CONSCENTRATION---staaaay foooocused--GuuutttttsHope this precious tid-bit of hard earned (40 year piece of wisdom is helpful).

To: Venkie who wrote (89364)	1/15/1999 12:37:00 PM
From: kemble s. matter	Respond to of 176387

Venkie, Hi!! RE: I am not selling Dell...i will add..I like it better when I dont own so many different stocks.. Donnie couldn't agree with you more...I owned 14 at one time and 13 of them were techs...I hate having to keep track of all the possibilities...I suppose owning CSCO, INTC, MSFT,ORCL,etc..was profitable...but, I believe DELL is the single greatest potential for the future...this is why I sold them all and moved into more and more and more DELL .... knowing what we have learned on this thread I feel so confident in owning the % I own....AOL and RMBS are toys right now...I don't know a fraction about them that I know about DELL... Yes, I agree with you...DELL in 99 should be an exciting year... Best, Kemble