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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: Don Edgerton who wrote (147603)	11/18/1999 10:40:00 AM
From: Chuzzlewit	Read Replies (4) of 176387

Thread, A point we should all bear in mind: DELL's reporting period ended at the end of October. Other box makers end their accounting period in September, so the effects of the higher DRAM prices are likely to be manifest for Dell's competitors in the next earnings report. If so, we may see continuing weakness in the DELL's stock price when the numbers are reported in January. I think this may create a huge buying opportunity. If I see that weakness materialize I will consider selling a bunch of deep in the money intermediate term naked puts. Any comments? TTFN, CTC PS. Anybody watching CTXS today? <VBG>

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