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

To: rudedog who wrote (146812)	11/8/1999 11:52:00 PM
From: jim kelley	Respond to of 176387

Well it was not exactly daytrading. I decided that SUNW is more extended than DELL was in February. But I had the stock for a couple of years while it ran up. I capped at 117 with deep in the money calls and hope to buy the cover back at 80-88 per share after the split. I do not have to pay the taxes this way. I'd short it if I did not have better plays. JK

To: rudedog who wrote (146812)	11/10/1999 11:11:00 AM
From: D. Swiss	Read Replies (4) \| Respond to of 176387

rudedog, here is my take on the EPS estimate for tomorrow. If we assume that a 61.6% unit increase par Dataquest will translate into approximately 51% revenue growth (similar to the way the 50.3% translated into a 41.8% revenue growth rate last Q -this does not consider that October in Dell's Q is stronger than July in Dataquest's Q), and we assume net margins went from 8.3% last Q to 8% this Q (related to the temporary DRAM pricing situation), Dell should report EPS of $.22/share and revenues of $7.6 billion. JMHO, but I hope I am being conservative. Even if the margins went as low as 7.8%, Dell would still produce .22. :o) Drew