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Author: Crosenfield Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 6725  
Subject: Re: dell,aapl Date: 3/31/2000 2:32 PM
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Two companies in direct competition is a play for when you are unsure which has better prospects. A good example is two companies fighting for a contract, or for a patent. You then expect to make money on one and probably lose on the other. Clearly you'd do better to just pick the winner but are not sure which that will be.
If the above is your situation, it makes sense to have both.
Personally, I'd go for a stock in a different industry before owning both AAPL and DELL. If you already have a fairly well balanced portfolio, it makes more sense. Best wishes, Chris
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