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Technology Stocks : Dell Technologies Inc.
DELL 133.92-4.9%3:59 PM EST

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To: JH who wrote (71677)10/13/1998 11:36:00 AM
From: Rich Young  Read Replies (2) of 176387
 
OTOTOTOT

Currently long lots of November calls on XYLN. Unfairly beaten down recently on Alcatel (20% of XYLN revenue) poor results and statement at last quarter conf. call that OEM revenue would be flat sequentially but still targeting "double-digit" sequential growth. Also has great takeover potential. IMO, this is the biggest bargain on the street right now. Check out the thread here on SI.

Rich
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