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

To: jim kelley who wrote (153346)	2/9/2000 11:54:00 AM
From: rudedog	Respond to of 176387

Jim - As you surmised, I sold my puts yesterday - made a good profit but now I am not hedged, so lets see this baby go UPPPP!!! I do intend to decrease my holding down to about 10% of my portfolio - but I have been saying that for a year... and still have not pulled the trigger. On the other hand, for someone with a small or no DELL holding, this would be a good opportunity to get in either directly or via calls. Whatever happens short term, the downside on DELL over the next 12 to 18 months is pretty minimal given how we have been beaten down. Depending on how DELL handles the current situation, I could see them trading in a range for a while, but it would be hard for me to imagine a scenario where DELL was not up 25% at the end of the year... and I also think that DELL would survive a general tech pullback better than some of the high flyers.