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

To: jim kelley who wrote (31504)	2/28/1998 8:41:00 PM
From: Gabriel008	Read Replies (2) \| Respond to of 176387

Jim, please don't scare the bears away. I need them to buy the puts I write! BTW, I've been reading & listening to a great number of discussions both on this thread & from the investment community. I believe we're in the midst of a paradigm shift re. valuation methods for certain dominant global players in the tech industry. There may be justification for a p/e of 60 or 80 even with a 40% earnings growth rate. Coke is a perfect example outside the tech industry. MSFT is probably the first true example in the tech industry. Ultimately, it becomes a function of branding - product positioning - or in the case of DELL corporate branding. Procter & Gamble invented branding but were only really dominant in North America. In fact, very few multinationals fit the description of being like Coke & Microsoft - truly dominant & focused global players. DELL may be starting to be viewed as such by Wall Street. A bit heavy for a Saturday night but what the heck good food & great wine always do it to me.

To: jim kelley who wrote (31504)	2/28/1998 11:21:00 PM
From: Jeff Mills	Read Replies (1) \| Respond to of 176387

Jim--Re:<<Could you recommend a shorting strategy or perhaps a put strategy with some price targets this quarter and next?>> I would suggest that if one is looking at getting short do not short the whole position at once. Just like if you were looking to get long something. Kind of ease your way into your position, maybe by doing 25% at a clip spaced out over a week or so. Options I do not play with. Although I fully understand the option process and have read many good books on the subject, I have never once entered an option trade in my 6 or 7 years in the market. I really do not have any set price targets on the downside. But I do feel that DELL could correct 10-20% in a short period of time, say within 4 weeks. Obviously the price of DELL will be much much higher as we look well into the future, but in this window of time that we are in right now, I feel like it is a good sell. If I was still holding my shares from $20 I bought in October of 1996 (long since sold, at around $60 if I recall), I would not sell. But if I had bought in say the past 6 weeks, I would highly consider it. DELL will be much higher 5 years from now. JM