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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: jim kelley who wrote (145494)	10/21/1999 1:10:00 PM
From: rudedog	Respond to of 176387

jim - I am not comparing DELL's current performance with the previous CPQ management beyond my own feelings, attitude and perception. Just don't want to have my head in the sand. I agree mistakes are to be expected... and DELL has not made many. On a more bullish note, DELL nov 42.5 puts are at a good premium (4 1/2), 45's even better (6 3/4), 47.5's up even more yet (8 3/4). I'm thinking today would be a good time to sell some but I'm a little nervous about which ones with CPQ earnings next week. Any weakness in the CPQ numbers or CC could expose me. Any thoughts?