Market Gems:Stocks w/Strong Earnings and High Tech. Rank Message Board

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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank

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To: CENTrader who wrote (12469)	8/3/1998 10:57:00 PM
From: Jenna	Read Replies (2) of 120523

DELL as an earnings play.. I've done "DELL" for 3 quarters, but each quarter was different. I plan to play DELL again. With companies like CSCO, DELL, CPQ, MSFT, even the Internets like ELNK, NSOL, MSPG, YHOO, LCOS, AOL... you don't even have to hold through earnings. The 'anticipation' is enough for 2-4+ point gains. I'm in my third day with CSCO holding through the vicissitudes of this market and I expect I will play DELL similarly. It's too premature to chart a strategy yet. It will take me to the end of the week to see. Whatever I do it will be simple buying of DELL deep-in-the money calls like I did today with ASND. There will be about 15+ trades I'll be making before the dell trade on the 18th... There are 'excellent' DELL players out there on the DELL thread whose brains I like to pick and I will need some of their input as well. They expend a lot of their energy on DELL while I like to 'play the stock field' without focussing on any one in particular, so if you want more in depth analysis of DELL you would do well to lurk on the DELL thread.

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