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Technology Stocks : How high will Microsoft fly?
MSFT 478.29-1.8%Nov 20 3:59 PM EST

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To: Teflon who wrote (20113)4/8/1999 11:53:00 PM
From: taxman   of 74651
 
"how are those dell options treating you?"

i recently exercised my 6.25 calls so i can't complain. most recent purchase was the 32.5 2001 call.

"what did you think of the stocks reaction today to the analyst meeting?"

a normal correction in my view.

i continue to feel that dell will continue to grow earnings per share at 35% for at least two or three years so i look for it to come back into favor soon.

even if box prices are coming down, almost all dell customers add on monitor, printer, software and other high margin items.

if you wish, you can listen to ashook kumar's analysis of the meeting on vcall. i posted the link earlier today.

good luck on theglobe.com tomorrow.

regards

regards
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