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

To: TREND1 who wrote (121760)	5/3/1999 12:38:00 AM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

Larry: When is the last time you bought or sold DELL? What types of stocks do you hold now? What's your idea of a LONG TERM investment? Just Wondering. Any input would be welcome. Best Regards, Scott

To: TREND1 who wrote (121760)	5/3/1999 12:52:00 AM
From: Alohal	Read Replies (1) \| Respond to of 176387

Larry, that was it?! I have to confess that I was a shareholder of Dell back then. Fortunately, I was too busy working for a living and had tuned my investments over to a friend who was a broker. I gave her full discretion with my portfolio. basically her advice was to not touch any of the stocks in the portfolio for at least 5 years. Had I been in control of that mix of companies I would surely have gotten out of Dell. Since then, my friend has retired (at the ripe old age of 38!) and she and her family now live on a 200 year old farm in the Loire Valley of France. Her management of my portfolio also allowed me to retire four years later, which is when I finally began to manage my own investments. I only "discovered" cyber-trading last year and still consider myself a neophyte at this game. But it sure is fun! So, are you going to answer my previous post or not? At what price would you be a Dell buyer? Do you own any stocks? If so, how do you select which companies to buy? Especially in light of your previous posts denying any knowledge of investing based on fundamentals. Regards and aloha.

To: TREND1 who wrote (121760)	5/3/1999 1:44:00 AM
From: Fred B.	Respond to of 176387

Larry, I really fail to see the purpose of your repeated posts other than to promote a website and annoy people at the same time. Let me give you a view of a real "investor". I have owned Dell since 1996 and will own Dell in 2005!! Along the line, I have added to my position or paired it some( not always at the perfect time) but it has always been part of my core portfolio. The reason behind that is my belief in the old school of investing. i.e, buy and hold good companies with visionary management teams. What people have to realize is that if one's portfolio returnes about %15-20 annually over a ten year period, that is a rate of return that can not be beaten by any other investment vehicle. The last 3 years DELL's rate of return to my portfolio has vaulted me way above that goal and I believe that , in the next 5 years , it will do the same. Why do I believe that?? Because I believe in the management. That is the most important part of a company to me. And I believe that Dell's management will always come through, both when the PC industry(not to mention the server,storage, service,etc.) slows down and when it heats up.Their "business model" is a proven model and their management has proven that they can execute that model. That is good enough for me. Now , I do realize that along the way many people will come around with their own agendas. They will be a bull on Dell one day and a bear the next day , depending on their position in the stock on that day!! I wish them all good luck but sooner or later you will realize that is not the way to make serious money in the market over the long term. The way to invest is to buy good companies for the long term. Those that wish to trade can trade different accounts around those positions but they should also have a core portfolio of good companies. Regards