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.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: TimbaBear who wrote (15060)	8/4/2002 9:14:55 PM
From: j g cordes	Read Replies (1) \| Respond to of 78530

Timba.. you're right, but I'll assume that in light of recent negative talk about stock options DELL will see the light. If you think it through, with their put exposure there's an added incentive to cut back on s.o.'s to boost public confidence and price. I take it you're long.. I bought recently and despite their high pe I was struck by how resilient their stock has been. It seems to me they must have gained considerable momentum with HP in a rut, their EMC alliance seems to be doing well.. I wonder if they have Dell Dude counterparts in other countries.. a Japan Dell Dude, French, German Dude, Chinese Kung Fu Dude... !