Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: profile_14 who wrote (84184)	8/13/2000 1:38:25 PM
From: Captain Jack	Respond to of 97611

Profile -- sold CCs on 3/4 of it. Mostly the Aug 30s. Expect them to go next Friday. Possibly the 32 1/2s too but that is unlikely. If it closes Fri at 32 1/2 or better 75% will be gone then.. Also-- you are correct,, poor DELL but it should give a pop soon. I expect Mon will be volatile yet for techs and esp dell but I expect to buy just a little Mon or Tue for a dead cat bounce... suspect 40 - 42 should come quickly..

To: profile_14 who wrote (84184)	8/13/2000 8:22:26 PM
From: rudedog	Read Replies (2) \| Respond to of 97611

Profile - after some digging on DELL's investment income, it looks like 1) the $125M was pre-tax 2) the tax rate was probably 35% 3) Some of that was income from finance operations (although I don't know why that would be non-operational unless it was money made on the lease hedge or something like that) 4) the net of all that is that investment income was about .02 of EPS 5) Some analysts (such as Fortuna of ML) expected income from Ops at .21 and call this a miss. Others were expecting .21 including investment, and say DELL beat estimates. All in all a mixed bag.