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

To: jhg_in_kc who wrote (105074)	2/25/1999 4:16:00 PM
From: stock bull	Respond to of 176387

Jhg, I don't think you made a mistake. By the way, margin is a risky way to invest...JMO. Very rarely do I use margin. Stock Bull

To: jhg_in_kc who wrote (105074)	2/25/1999 4:16:00 PM
From: D. Swiss	Respond to of 176387

jhg, you guys need to talk to Kemble more! :O) Drew

To: jhg_in_kc who wrote (105074)	2/25/1999 4:26:00 PM
From: stockman_scott	Respond to of 176387

jhg: You said...<<I plan to re-enter Dell in the low 70s but I am also wondering if I should not wait until the prospects for next quarter's earnings become clearer. I don't know whether I made a mistake or not.>> IMHO, the next time DELL will be in the low 70s is a few months after the 2 for 1 stock split. I sold some DELL last fall and regretted it.. and then I bought it back. I am comfortable with DELL as my major holding and it is now about 2/3 of my total LONG TERM holdings. Some folks may tell you it is wise to sell and diversify. Others (like Kemble and William B. Michaels) would tell you it is better to BET BIG TIME on your best prospect. It all depends on your tolerance for risk and your time horizon. Since I am 32, I have time on my side... and I choose to have ONE core holding (DELL) and a small farm team of high potential tech stocks. I personally feel that DELL will surprise the skeptics in the months and years to come. I am invested to take advantage of that potential surprise on the upside. Good luck with your decisions. Regards, Scott