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

To: edamo who wrote (116659)	4/12/1999 4:57:00 PM
From: stockman_scott	Read Replies (2) \| Respond to of 176387

I must admit that I have diversified more in the last week.... I love DELL but I should not fall in love with the stock -- LoD made some interesting comments about this recently. DELL is still my largest position but I sold some DELL last week in the mid 40s....I wanted to invest more heavily in the internet sector. DELL is my highest market cap. stock...Last Friday I sold the last of my AOL (at $161) due to valuation concerns...I prefer to own younger internet plays with much more upside....I also have recently built a nice position in a pioneer in the new ADSL movement (AWRE) -- late today I bought this stock for the 2nd time. My current long term holdings are configured as follows (as of today's market close): DELL 33% CMGI 23% AWRE 15% MCNS 13% MSGI 9% XNET 7% I still am a BIG believer in DELL and its future. Yet, DELL is much more mature than when I first bought it....I will continue to follow DELL closely and keep it as a core position in my LONG TERM portfolio. Good Luck Investing Everyone. Best Regards, Scott

To: edamo who wrote (116659)	4/12/1999 10:39:00 PM
From: kemble s. matter	Respond to of 176387

edamo, Hi!!! RE: why read anything...the reality of the truth might cause markets to react a bit more positive...wouldn't want that, would we... stay the course....you know better than most!!!! Thanks...it's was easy figuring this out...Michael started a vision and threw three PC's into the back seat of his BMW ...ran away from home so to speak....knew there was a better way to give the consumer their money's worth...knew there was a better means of service...He kept his word on both and the world has a new culture... He keeps his word when he talks to us now...just as he did as a child...Trust is the key...why would anyone want to try to figure out what some analyst is saying unless they tell you where DELL is going in the long run? I trust what management has been telling us...they have never lied or deceived...unless you consider how conservative they have been when describing "going forward"... :o) Best, Kemble