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

To: kemble s. matter who wrote (109451)	3/14/1999 2:40:00 PM
From: William F. Wager, Jr.	Read Replies (1) \| Respond to of 176387

From Barron's..." Even short sellers have largely given up. The short interest in Dell was 116 million shares in October when the stock sold at $25. Now, with the stock at $43 and with indications of a marked slowdown in growth, the short positionis only 48 million." Point of article: that some have become too complacent with big cap. --Bill

To: kemble s. matter who wrote (109451)	3/14/1999 3:55:00 PM
From: Dorine Essey	Read Replies (1) \| Respond to of 176387

Kemble, Check this out: DELL advertising in China. I found this site from china.com aol.com.hk Very interesting things I am finding. Dorine

To: kemble s. matter who wrote (109451)	3/14/1999 4:27:00 PM
From: Sig	Read Replies (2) \| Respond to of 176387

<<<sure, this takes on a lack of diversification...but, I feel comfortable knowing who controls my investment..>>> I am working on the diversification bit with following results: (Stocks= 88%) ( Calls=12%.) Tot=100% Dell=71% Dell calls=8% Emc +1.5% All other calls =4% Yhoo=1.1% Aol= 1.1% Athm=0.9% Cmgi=0.7% Bby= 0.7% This only shows where I am at now, not how I rate these things if anyone asked that question, as I also have some msft, idtc, intc,nscp. Greg presented a post with an analysis of where Dell may be in one year and in two years. Its rather positive, but I feel Dell will do even better. At the growth rate shown and gaining a possible 3X leverage by the judicious purchase of calls,leaps,or selling puts Dell can provide truly outstanding gains. My position in Dell,as you know, has gone far beyond anything I could have asked for, or even contemplated, only one year ago. Not exactly a smooth ride(hehe) but well worth it. My congratulations to you and Michaels and others here who I know are deeply into Dell and hanging on solidly. Despite the intrigue of internut mania, which I enjoy playing with, it will be quite a few months before I achieve much diversification. Some stocks worked well for me( cmgi,geek,geoc,gnet,and always yhoo) Some stocks are my nemesis( intc,jbl,asml,orcl,eggs) to name a few so I approach those with extreme caution, ready to dump and return to Dell. Regards Sig