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

To: vip who wrote (102051)	2/17/1999 4:07:00 PM
From: Knighty Tin	Respond to of 176387

Vip, Uh, this is the Dell thread and I am negative. <G> But, in general, I don't like many IT stocks at these bloated levels. I love a lot of cos and will buy them at the bottom of the cycle, again. I do bounce in and out of Ciena about 12 times a year, but that is just a trading game. I prefer stocks with reasonable valuations where the fundamentals are on the rise, and that applies to almost no firm in the IT area right now. But I love a lot of small biotechs, gaming technology cos., country closed end funds, intl bond funds, platinum and palladium, and energy. Still, the long stocks and commodities part of my total portfolio is only 10%, the lowest it has ever been. I have 50% in the income portfolio, which is normal, and 40% in the 90/10 options portfolio, which is as high as it has ever been. MB