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

To: John Koligman who wrote (168966)	3/6/2002 2:09:26 PM
From: kaka	Respond to of 176387

John, With "garbage" stocks, my tendency is to kiss the profits hello when they come. I'm always happier with less of a gain than with a loss because I didn't profit take in time. I cycled with assignments of sold puts and then assignements of sold covered calls with EMC so many times at the same price, keeping the premiums but missing EMC's run up last month to 17.....now I'm happy I'm not holding any position in EMC. I heard the GLW news today; up nicely. The economic indicators the last few days hopefully will result in a break out soon for the non-garbage stocks <ggg>. Dell is soooo well positioned when this occurs; until then, the part I trade with has been predictably easy to make some decent $$ with. Cheers, kaka

To: John Koligman who wrote (168966)	3/13/2002 10:52:55 AM
From: kaka	Read Replies (3) \| Respond to of 176387

SSB sees risk of bad news from Dell,Sun (SUNW, DELL) By Julie Rannazzisi Salomon Smith Barney analyst Richard Gardner said recent checks continue to point to continued weakness in U.S. corporate PC and enterprise hardware demand and a seasonal decline in European demand. Salomon expects total PC shipments to decline 3 to 5 percent sequentially in the second quarter. "In this environment, we see risk of downward revisions and/or earnings misses by Dell Computer (DELL) and Sun Microsystems (SUNW) ," the analyst told clients. Still, he concluded that second-quarter weakness may present a compelling buying opportunity. Gardner also said that recent meetings with suppliers suggest "softening European clone demand and sluggish corporate notebook demand," adding that most notebook vendors are hopeful the weakness is merely a pause ahead of the Pentium 4 mobile ramp in the second quarter.