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

To: Mohan Marette who wrote (107650)	3/5/1999 3:49:00 PM
From: Venkie	Read Replies (1) \| Respond to of 176387

CASH COW....I WANT MILK

To: Mohan Marette who wrote (107650)	3/5/1999 4:01:00 PM
From: stockman_scott	Read Replies (3) \| Respond to of 176387

I love this market....... I'm keeping 2/3 of long term holdings in DELL -- I have GREAT expectations for this company in the next few years and it is THE ONLY stock I keep on margin. Remember..."more of it will happen in the future than has happened in the past."--- MSD. This week I re-configured my farm team of high potential tech stocks. They are 1/3 of my overall holdings. I now have the following positions: AOL -- the portal powerhouse -- its a little tired this week but I'm up well over 100%. IMO, this is the digital economy's premiere media company. Watch for MAJOR new announcements. CMGI -- I re-entered this wonderful publicly traded internet venture fund (at $143/share). They have a rational valuation and a boatload of exciting IPOs that they will participate in. NTAP -- one of DELL's storage partners -- is experiencing hypergrowth -- my entrance at $42 Monday is not looking bad now. eBay -- the world's largest personal trading community. IMO, this firm has enormous market potential and the best business model in e-commerce. I have watched eBay too long. This morning I sold my INTU and bought eBay at $138 -- an insane price- but in 3-5 years I'll be glad that I made the move. I LOVE investing in tech stocks. I am 100% invested in this sector and I'm in it for the LONG RUN. Have a great weekend everyone. Regards, Scott