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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.04

-0.3%

Nov 26 3:59 PM EST

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To: MaPari who wrote (16367)	8/26/1998 10:33:00 PM
From: Ibexx	Read Replies (2) of 77400

MaPari, Thanks for your kind words. Re. DELL, it's a good cash cow and great stock for short/intermediate term. However, IMHO its long term strategies remain to be defined, and I am not particularly comfortable with its relatively narrow product line. Thus, DELL is not currently in my "Heritage Portfolio" altho I am currently long this stock and hold various options (calls and puts) in a number of straddle plays. Another comment re. DELL options: in an upleg, I normally preferred to sell DELL puts (and continued the closing and opening of new positions) to buying calls due to the very rich premium (as a result of its volatility) it commands. The call options are very expensive; the sizable cash exposure would render the calls relatively high-risk as compared with put-selling. This strategy has served me well in recent months. Hope I have answered some of your questions. Re. time to buy DELL now?-- I wouldn't. But I could be too conservative. Ibexx

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