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

To: T L Comiskey who wrote (115225)	4/8/1999 2:48:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

OT --TL: The problem with my call is I bought PCNTF at $45 and sold this morning to rotate into more MCNS. I sold at a reasonable price but way too soon. I was too impatient -- this profitable internut is FINALLY taking off. I also sold MSGI just as the rocket ship was launching -- rotated into more CMGI at $230. So far not bad...but I did all this trading so I could hold onto all of my DELL shares. In hindsight I should have used a little DELL to pay for a larger position in MCNS. Then I would have kept the other holdings that I really liked. You win some and you lose some. Market timing is NEVER easy <ggg>!! I will watch DELL closely as we move into earnings. Next month if we are not at new highs, I may have to rotate some funds back into the internut sector. I will always own DELL. The question is how much? Yet, there is an opportunity cost to owning so much DELL. When its really running that's great....when its not, sometimes we get impatient. Oh well....I must sit tight for now. Best Regards, Scott