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Technology Stocks : Dell Technologies Inc.
DELL 120.60+1.8%Jan 9 9:30 AM EST
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To: McNabb Brothers who wrote (17179)9/28/1997 2:48:00 PM
From: D. Swiss   of 176387
 
Hank, take the first opporunity you get to bail out of your naked call position. CPQ is going to obliterate its earnings estimates (with 80+% increases in July and 60+% sales increases in August and who knows about September, the strongest month in the quarter). I would say one week before the earnings release, if not sooner, CPQ is going to run faster than Michael Johnson and it's going to take Dell with it even if the split announcement doesn't come until Dell's earnings release.

Best of luck.

:o)

Drew
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