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

To: Stefan who wrote (112416)	3/25/1999 6:46:00 PM
From: SecularBull	Read Replies (1) \| Respond to of 176388

No, I am not a buyer of DELL. I have been systematically selling as a diversification move (just like Mike). Read my profile. DELL accounted for 90+% of my holdings in November. Now it's just ~25%. Also, your observation about MSD's selling is duly noted, but I'd also point out that his sales are inconsequential compared to his remaining holdings. Personally, I'd think that there was something wrong with him if he weren't selling some here and there. Contrary to what you might think, I am not one of those who you would consider to be a blind follower of the stock. The expansion of DELL's market cap has been a phenominal ride for me since early 1996. This ride will end, and I do not intend to commit the bulk of my portfolio to riding it into the ground. The laws of physics will catch it, and things will normalize (we are in the first stages of that right now). Not that there won't be much more money to be made on this one, but I think that the last few months have provided me with the opportunity to take a sizable portion off of the table. I still love the Company, but I'm not in love with the stock. LoD