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

To: Patrick E.McDaniel who wrote (174863)	5/14/2005 10:40:42 AM
From: Sig	Read Replies (1) \| Respond to of 176387

Dell is now ready to make more history in marketing. The Asians and Europeans now see the advantage of buying over the WEB. Dell concepts have filtered down to their numerous suppliers -reduced inventory, efficiency, fast delivery. All helps keep Dell costs down and margins are improving. Costs of LCD panels for flat screen TV displays have dropped 50% in the last year. Did Michael see the future? Years ago he contracted for the entire output of an Asian LCD producer. And he also contracted for $25 bill of IBM components which I thought at the time was overdoing it a bit. The most telling thing about Dell as an investment, is that Michael and Kevin see no better place for investment of the profits than in their own stock. $2bil/per quarter is not chicken feed. Techs have been making a come-back recently, getting more respect. $45 or even $50 is not out of reach provided the market behaves well. About the options.... I had an experience with Jnpr options, made a mistake and bought 33 at 25 cents, instead only 3. Sold some at $1, sold some at $3 sold some at $7 sold the rest at $9. They hit about $11 max. Had I kept them all I would have made near $35,000 on the @800 invested. Actually made over 1/2 of that but I have no regrets at all for selling early. Of course every time I sold some I kicked myself when the stock continued up. And I only had 25 left, or 11 left, and why did I not keep them all- gosh - I shouda. But in retrospect I had no way of knowing what the stock price would do . I didn't even even know why it was going up. And the price of Jnpr finally did fall. Sig

To: Patrick E.McDaniel who wrote (174863)	5/15/2005 7:58:09 PM
From: kemble s. matter	Respond to of 176387

Patrick, Hi!! RE: My Dell calls wouldn't mind if Dell went past 42 on the way to 45. My congratulations Patrick...Like I told you Friday night..."I'm impressed with your timing and accuracy"... About those colors: Buy one of each!! :o) Best, Kemble