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Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: im a survivor who wrote (11079)	8/7/2003 2:46:43 PM
From: Sig	Read Replies (1) \| Respond to of 13815

<<which stock did you hold? I know you love your gac.to(geacf), tsco and your dell....I'll bet it was hard to decide which to keep. I very much want to get back into DELL, as I think long term, shareholders will be rewarded, but it's action is not making me want to jump on board right away. I'll be patient and see what the market brings.>>> You guessed.right, it was Geacf It pained me to sell Tsco, as there is a split coming up, and today they said they may have to report more earnings foi the last quarters due to a government reg( I think thats what it said) However I kept the Oct and Jan calls on Tsco and on Agi, plus the Dell leaps But here is the rub, the thing that makes it hard to sell I would not be holding a stock if it did not have something that looks good in the mill, something positive.The guesswork is whether that news has been discounted. Hard to say what Dell will do short term. They will probably have to account for options costs next year if some legislation passes, which would knock down reported earnings. In opposition is the fact that Dell Executives have a major interest in the the stock and will take action to minimize that effect. Some have said today that Dell margins may decease because of cost competition. I dont agree, Dell has been involved in fierce competition for several years and margins have improved. They have also moved into products with higher margins Regards Sig