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

To: Sonki who wrote (105618)	2/27/1999 5:43:00 PM
From: hdl	Read Replies (1) \| Respond to of 176387

Check out GML on the NYSE. It has only 1.5 Billion in revenue. It has a much cheaper cost structure than Dell. Check out Vcall 2/4/99 on GML and check out its web page. GML will sell you a $25,000 computer. But, it can sell $800 computers, Pentium III desktops, and $500 computers in the near future. It will be very global-as per its name. Besides, Dell will be competing with Chinese, Korean, Taiwanese and other companies. One can get for $800 a better computer than one needs and better than one got for $100,000 not that long ago.In a few years for $800 one will be able to get a better computer than what Dell and others are selling for $3,000 now. Even if unit volume grows and even if Dell's unit volume grows, its profits cannot grow for very long.

To: Sonki who wrote (105618)	2/27/1999 7:30:00 PM
From: HoyaBob	Read Replies (1) \| Respond to of 176387

HOW MUCH DELL STOCK IS TOO MUCH?: For the past year DELL stock has comprised from between 3.5 and 24% of my total portfolio. With DELL's recent sell-off, it's down to about 19%. How much exposure do you think is too much? I generally keep about 20-25 positions in all stocks, so you can see that I am banking on DELL, which has been extremely good to me these past several years. Yet ... what do you think is a prudent percentage to strive for? Mind, I also write covered calls to increase my yield, so there's additional action on the DELL derivatives as well.