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

To: John Koligman who wrote (173978)	3/8/2004 11:43:08 AM
From: kaka	Read Replies (2) \| Respond to of 176387

Hi John Agree with you on all counts, although my patience with certain stocks isn't as virtuous as need be. MSFT, INTEL...purchased last batch higher than today's price and have hedged with calls. With DELL I haven't had a losing month on my option positions for a long time. My long shares I don't look at any more, they only provide margin power and cover some of my short option positions. I still don't understand DELL lower than pre-earnings level again. Great numbers quarter after quarter; good outlook; acceptable P/E to most. It should be higher than 32. Cheers, Gary