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Strategies & Market Trends : Tech Stock Options

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To: ViperChick Secret Agent 006.9 who wrote (36259)	3/6/1998 8:35:00 PM
From: Electric	Read Replies (1) of 58727

Lisa, I was sitting here thinking (once again) Wow, DELL overcame adversity again and clear sailing to big bucks.. Wrong... in 1 week we had 2 CPQ warnings and a INTC warning.. and still I am up, amazing... The company has come out and released some notes saying that they arent experincing problems since they BTO.. The CPQ problem is not an issue to DELL.. The only problem I see is the increased competition in the industry that the firesale will bring to CPQ's units. I see it like this.. There is alot of demand amongst Ford Escort, Plymouth Neon and low end products, But does it effect the premium side of the market? It may indirectly, but it seems to me that DELL has a superior business plan and proven process.. If it does open in the mid 60's I will look to scalp a bit.. I dont want to play it like it went this week, shorting or putting at the end, I hope it stops soon, or I am going to freak...lol

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