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

To: Lane who wrote (29838)	2/15/1998 8:24:00 PM
From: jbn3	Read Replies (2) \| Respond to of 176388

RE: how to play earnings and (possible) split announcement Lane, Difficult question. I have no metric to determine what expectation potential has already been built into the price. I think it is safe to say that DELL will exceed the "official" estimate consensus. However, the extent to which they will exceed the estimate is very problematical: 1) it is difficult to determine the number of actual shares (fully diluted) to be used in calculating earnings; 2) it is no easier to determine the positive impact on DELL's cost basis due to the Asian economic crisis; 3) we have no channel through which we can accurately (?) sample sales rates; 4) I think both sales and gross margins will improve, but by how much...? Apparently, you are a momentum investor. Should have bought two weeks ago for a certain short-term play. If you want to play momentum on DELL, until fundamentals change, I would suggest you buy any time it dips 10%, and mortgage the farm any time it dips 20% <vbg>. Or rather, just buy, go long, and take a vacation. DELLish, 3.

To: Lane who wrote (29838)	2/15/1998 9:25:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176388

Lane, Hi!!! Welcome.....JBN3 is right on.....BUY DELL AND GO TO SLEEP...... Dell will continue to surprise....no one can figure this stock out....one of the most important things to think of daily are the statements already made in the last earnings report.... I believe it was JBN3 who posted to Jim Patterson "the learning curve begins anew..." (from page 6 of Dell's "Annual Report 1997") "In fact, we have many more opportunities for growth then we can possibly pursue at any one time. Our challenge will be to focus on those areas that offer the greatest opportunities for improved service to our customers and the best possible returns for our shareholders." And, recently (Feb.5th) from ffpir: (worked with Michael in the condo and obviously got to know he on a daily basis) "I assure you, Michael Dell will never have his "lunch eaten." He was making stunning calls when he was 19 and the boy hasn't lost his touch. Like someone else said, if he thought buying DEC was such a good idea, he would have done it. Though I'm not associated with the co. any longer, I can assure you that he has some of the best people in the business out in front of every eventuality imaginable." BUY DELL Best, Kemble

To: Lane who wrote (29838)	2/16/1998 10:46:00 AM
From: Sig	Read Replies (3) \| Respond to of 176388

Lane: This is how I would play Dell with @ $12,000 in order of preference. Jan 2000 leaps at $90 strike Cost $4500 each Jan 1999 leaps at $90 stike Cost $3400 each 100 shares Dell cost $11,000 (or any mixture of the above containing leaps,because if you are reading this thread it sometimes becomes very difficult to retain the shares when bears are roaming, and because there is a tendancy to take profits when Dell is up which will cause a bad case of regretfulness when it subsequently doubles again) March 105 calls cost $1025 (risky) Feb 110 calls cost $387 (risky) I am not a real serious options player, seek other advice on these(ggg)