venkie...haven't sold anything, including some aol at 170(ouch)
still long 30k dell position....
however i am seriously concerned about the lack of future direction that is coming out of dell....i tend to lean toward the cynical, didn't feel this way the last earning report, but knowing the model dell claims they subscribe to, you have to be 3-5 years out at the minimum with planning, keeping planning close and non public is important, but in overlapping 3-5 year periods, there should always be a constant flow of "new" news.....a fluid progression of growth and direction that is highly visible....especially when the competition has negated your achievements by clearly stating what you do doesn't matter...when the contrary is true...
hate to get serious on you donnie, but i have considered selling 15k dell and replacing same with 01 or 02(start trading 6/21) ditm 20 or 22.5 calls...this will free half of position in cash, may pay a 10% premium to the market, and if dell runs, my leaps run with it, it dell falls on no more than market sentiment, then i could double down when i feel it is turning....at the moment i would like to add more aol and even thinking about t...msft and intc look very good...
arthur concerned based on his experience....you gotta do what makes ya feel good venkster!!!! |
