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To: Brian Hutcheson who wrote (1956)11/5/1997 1:15:00 AM
From: Investor A  Read Replies (1) | Respond to of 6843
 
Brian,

I am surprised with your changes. You have been a conservative investor, and have become an active option player.

I have been lurking on Dell thread from time to time. To my great delight, all these small Dell smart investors treat their worthless DELL and worship Michael Dell in a most ridiculous way. They believe that Dell will be up all the way to sky.

The reality for them is that Dell has no technology and is nothing but a mere box maker. Intel brought the fortune to M. Dell. He would stick and fall through the ground with the technology loser, Intel.

I am watching DELL carefully and might get some more Dell Nov85 puts if DELL moves close to its 50 MA during this week.

INTC and DELL puts would weather us from the impending stock crash.

BTW, the real value of DELL should not exceed twice of its book value as it is no different from our neighourhood PC store. They all have no technology.

Fuchi ... who loves Cyrix's innovations

Please support the PC industry & protect consumer interest
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