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

To: jbn3 who wrote (33756)	3/11/1998 4:56:00 PM
From: Gabriel008	Respond to of 176387

JBN3, just got the shirt. It's awesome - thank you very much. I will wear it with pride. BTW, I liquidated Friday & Monday all my short term options but kept the leaps. Given that its options expiration next Friday I believe DELL will be trading in the $60 to $65 range until then. Probably closer to $60 because the MM's will want everything above the $62« calls to expire worthless. To see the open interest check out CBOE. I'll be back in the market buying long on March 19, 20 or 23 and will be selling covered calls and writing puts until just before the earnings report in May. It's not as exciting as buying calls but it's definitely the way to maximize returns if you believe, as I do, that the stock will stay within a specified trading range until the next report. Despite all the concerns of the pending price war in the PC market I believe that the corporate & institutional market place is such that price is only one of the factors that are considered in the evaluation of a supplier.It would be too short-sighted of them to think otherwise. Ergo, DELL is way ahead of the competition, even at price parity with other suppliers, not because of their business model but because of their client oriented business philosophy.

To: jbn3 who wrote (33756)	3/12/1998 2:49:00 AM
From: Jimmy Protsenko	Read Replies (1) \| Respond to of 176387

Hello Mr.3! Thanks again for all the anecdotes you've been sending me. As you know, today Mort Topfer was attending the Morgan Stanley's (where I am an intern now) Annual Semiconductor and Systems Conference in Laguna Niguel, CA. I had a chance to read the highlights of his presentation. The guy was quite upbeat, very positive about the near and long-term prospects for Dell. Among other things he mentioned that rate of PC growth in China is accelerating (as you know they are opening a manufacturing facility in that region). Also, he mentioned that according to Dell's customer survey, which was done last year, 68% of customers buy Dell products for reasons other than price ( technical assistance, support, reliability, etc.) and only 32 due to price. Dell's PowerEdge server is #4 worldwide and in the US. Topher believes that the upside opportunity in the server and workstation areas is robust. Dell believes its consumers continue to have a healthy demand for Dell's most richly configured systems. In other words, there were a lot of pretty positive comments in his report. I think we will see some positive movement in the stock tomorrow. By the way, I have bought tons of 2000 75 calls. I think they are incredibly cheap. Best regards, James.