Will: you are my Goddell ... God about Dell info ... I mean it seriously of course :-) You have provided some very valuable info to this thread and many would be thankful. Also your profile is a pleasure to read for any set of eyes ... actually I use it often to get directly to the bottomline current Dell facts as a short-cut for the thread. In this regard, I have just a small request. Please see if you can accommodate it at your leisure: whenever I try to go in your profile, the Javascript alert pops-up there (for music), which necessitates one to click OK. Will it be possible to suppress/ eliminate this alert. Its just time-consuming and a little inconvenience, thats all.
Regarding, a couple days' play, just a day prior to earnings: since almost everyone is saying that it will run up now, and sell-off a bit right after earnings, the p/e being so high, and the trend in +ve surprises declining straight in the last four quarters, what are your thoughts on Sept atm puts bought just prior to earnings and closed a couple of days later, for a 30% only play? (In the long run, the play strategy may not be sound, but just for this time around, no?). Or do you think earnings will be just a non-event? Of course a lot depends on how the market trend is in the next 3 weeks. [For folks who are considering DELL puts - why not consider some ultra-short-term AOL/YHOO/AMZN puts instead ... just a thought! But may be the high volatility-premiums built into them by now, makes them mostly unplayable?? ]
regards to all,
-/Sonny. |
