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

To: JRI who wrote (95769)	2/7/1999 7:47:00 PM
From: stock bull	Respond to of 176387

John, re:<<But certainly, every investor needs to do this while investing one's money..otherwise, the entire process (of investing) becomes practically meaningless...otherwise, how do you choose among the various investment options available?>> By using the stock tables and a dart. <VBG> I'll try to answer your question by using my style of investment strategy. First, I need to say that I spent my career in the computer field. So, I limit my investing to the hi-techs. I usually pick the leaders in the sector such as, Csco, Intc, Dell, Seg, etc. At times I look for small companies that I believe have an edge and may become a leader within 5 years. One such company is Tklc. I use an asset allocation model so I'm not over-weighted in any company or portion of the hi-tech sector. However, one exception of current over-weighting is my Dell investment. This one has just grown and grown as we all known. I'm staying over-weighted in Dell until I think it may severely correct (20% or more), or lose its leadership position. Before I invest in a company I'll go over the company's performance for the past few years as well as seeing what the Analysts have to say about the company. I guess this makes me a Fundamental type of investor, although I do like to look at the charts. So, I guess I'm really a hybrid investor; ie, using fundamental and technical analysis. The one negative in my approach is that I have to live with the volatility of the tech stocks. However, as I said, having spent my career in the tech sector, I guess that I have become accustomed to volatility. So, all the mathematical analysis that I see is very interesting, but I can't get over excited about it all. I would never invest in a company based on an analysis of the "numbers" only. I must have a "feel" for the company, products, market share, management, R&D, etc. I could go on and on. However, I'll stop here as I feel that I have made my point. Looking forward to your response. Stock Bull