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

To: stock bull who wrote (94861)	2/4/1999 4:54:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

Stock bull, I don't know that I would necessarily sell at these levels. Perhaps writing covered calls might be more prudent. Clearly, the huge runup in the large cap Nasdaq stocks (MSFT,CSCO, DELL, INTC) makes little sense in the context of the economy. As you know, I have done battle with those who have come on this thread proclaiming that Dell is overvalued. It has always been an expensive stock. But given the fact that growth must slow over the next several years, and that Dell is widely owned and followed, it seems to me that it might be prudent to take some money off the table. TTFN, CTC

To: stock bull who wrote (94861)	2/4/1999 5:03:00 PM
From: Michael Ohlendorf	Read Replies (1) \| Respond to of 176387

What a nasty sell off today ! Is it time to buy more or is it the last opportunity to sell ? If the slide continues many fully margined and optioned Dellheads will be hurt badly, well for the first time I suppose. What if it is not a repeat of last years story and the stock just stays flat or sinks ? I suppose to lose one million out of the three gained does not really matter all that much.....Thanks for any comments. By the way, today was the third largest point drop in NASDAQ history. I only hope it will not be followed by another record down day. I lost big time today anyway !!