Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: freeus who wrote (112424)	3/25/1999 5:55:00 PM
From: Thomas J. Smith	Read Replies (1) \| Respond to of 176387

PIGMAN IS RIGHT ON AGAIN........................... Every call on the price movement right on... Ck. it out!

To: freeus who wrote (112424)	3/25/1999 7:02:00 PM
From: SecularBull	Read Replies (1) \| Respond to of 176387

DELL (equity only) is about 18% currently, down from 90+% in November '98. Sales of DELL, plus significant growth in my other holdings has accounted for this drop in DELL as a percentage of the whole pie. I have slightly smaller positions (10-20%) in WCOM, CSCO, LVLT, RCNC, and SUNW, with very small positions (5%) in ITWO, AWRE, AMAT, CCU and RMBS. I also have very, very small positions (<5%) in IFCI, PILT, CPQ, and GTW (leaps only in the last two). LoD