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

To: Ashley Campbell who wrote (96060)2/8/1999 2:20:00 PM
From: NELSON PATRICK COONEY  Read Replies (1) | Respond to of 176387
 
I second your portfolio holdings. CSCO, LU, and MSFT are the only other companies I own besides a majority chunk of Dell. I think concentration, a la Warren Buffett, has a lot of merit. Tell me more about your trading position. I've just begun to do that. I'd be interested in your advice.
Nelson



To: Ashley Campbell who wrote (96060)2/8/1999 2:29:00 PM
From: freeus  Read Replies (1) | Respond to of 176387
 
re raising cash for end of year
Well for me its lowering margin but I agree: I think there will be GREAT buys (or put another way we will all be moaning and sighing) as people overreact to the year 2000 problem.Then when nothing much happens or whenever what happens is over, we should see lots of upside in the stuff we bought the second quarter of 2000.
Freeus


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