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

To: Bretsky who wrote (95005)	2/5/1999 11:43:00 AM
From: SecularBull	Read Replies (1) \| Respond to of 176387

I like, and therefore follow, the following stocks you own: CSCO, DELL, and WCOM. EMC is a good play (I just don't have room for it). I'd stay away from CPQ because I think it will most likely underperform DELL. Owning CPQ in that case would dilute your potential gains. I'd also stay out of the internets. There's no doubt that you can make a bundle quickly with the right plays, but will you know when to get out? Nothing wrong with harvesting gains in companies with little or no earnings. I have no thoughts on your other stocks. I'm warming to SUNW (albeit late), and would suggest accumulating some (pre-split). I think it's a good contrarian play to Wintel. Jini should be a big hit. I think they've got a better grasp on the networked world, than ORCL. Others to look at (for the right price): LVLT, LEVL, COMS (maybe a good buy right now), QWST (expensive), ITWO, AWRE, and RCNC. AT&T might also be a good diversification to WCOM. I don't have room for it, but it should be a solid play for years to come. Stay away from the RBOCs and FON. WCOM is unquestionably the leader (in my mind) in telecom. My best advice is to not sell unless it really makes sense. Also, don't remove capital from your account to go play, unless you absolutely have to do so. That's why most people don't get rich at this. They make some money, and then they want to go spend it. Hold onto your capital as much as you can. Best Wishes for success, LONGonDELL