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Technology Stocks : Dell Technologies Inc.
DELL 133.78-0.1%Nov 14 9:30 AM EST

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To: SecularBull who wrote (96082)2/8/1999 3:08:00 PM
From: Uncle Frank  Read Replies (4) of 176387
 
>>you might consider selling the whole position prior
to earnings...I would give it a 90% chance of a sell-off
at, or right afterward earnings

Good advice, particularly since Jake is making huge
returns. I think the better strategy might be to take
half of the positions off the table on Friday, 2/12, and
let the rest ride for a blow out earnings report.
The comparison to csco is fair, but cisco is not
dell
. Look at dell's split unadjusted prices last
year versus this:

Date Close Date Close
5-Jan-98 88.25 4-Jan-99 74.19
6-Jan-98 88.44 5-Jan-99 75.25
7-Jan-98 86.25 6-Jan-99 78.13
8-Jan-98 86.19 7-Jan-99 78.19
9-Jan-98 83.19 8-Jan-99 77.81
12-Jan-98 87.06 11-Jan-99 82.00
13-Jan-98 89.69 12-Jan-99 80.44
14-Jan-98 91.38 13-Jan-99 79.31
15-Jan-98 91.62 14-Jan-99 77.63
16-Jan-98 92.75 15-Jan-99 79.00
20-Jan-98 93.12 19-Jan-99 82.13
21-Jan-98 94.25 20-Jan-99 85.31
22-Jan-98 92.50 21-Jan-99 84.19
23-Jan-98 94.81 22-Jan-99 83.00
26-Jan-98 94.62 25-Jan-99 84.88
27-Jan-98 97.50 26-Jan-99 88.50
28-Jan-98 97.12 27-Jan-99 88.50
29-Jan-98 98.62 28-Jan-99 94.19
30-Jan-98 99.44 29-Jan-99 100.00
2-Feb-98 104.56 1-Feb-99 108.00
3-Feb-98 106.06 2-Feb-99 108.63
4-Feb-98 107.62 3-Feb-99 107.88
5-Feb-98 107.00 4-Feb-99 102.38
6-Feb-98 108.88 5-Feb-99 100.44
9-Feb-98 108.12 8-Feb-99
10-Feb-98 110.88 9-Feb-99
11-Feb-98 110.25 10-Feb-99
12-Feb-98 110.75 11-Feb-99
13-Feb-98 110.88 12-Feb-99
17-Feb-98 111.31 15-Feb-99
18-Feb-98 113.19 16-Feb-99

19-Feb-98 122.75 17-Feb-99
20-Feb-98 126.31 18-Feb-99
23-Feb-98 130.94 19-Feb-99
24-Feb-98 128.44 22-Feb-99
25-Feb-98 129.94 23-Feb-99
26-Feb-98 133.25 24-Feb-99
27-Feb-98 139.88 25-Feb-99

Earnings report dates are boldfaced. There was no
post earnings sell off last year, and the situation is very
comparable.

Imho,
Frank

btw, I have this information on an excel spreadsheet. If
anyone would like a copy, PM me your email address.
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