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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?

To: Ally who wrote (121)	3/12/1998 11:14:00 PM
From: jjs_ynot	Respond to of 2578

Denise, You bring up a number of topics; I will try to respond to them; >>> until the fundamentals may change As we go through this transition period the same time as computer architecture is changing (smaller geometries, thin client / fat server it is really hard for me to fully grasp the fundamentals) >>> too risky to continue holding a stock with p/e of 50 That is the reason that folks like JANUS funds (the biggest Institutional holder are quietly reducing their position) >>> not to pay too much weight on managment's positive comments. The analysts have not put much weight on comments. Average earnings have been downgraded by 10 percent for the next two Fiscal years by some analysts (Bear Stearns for one I think). This is not inconsequential and I think reflect th upcoming margin squeeze in the industry. >>> Sadly, the individuals tend to be the last to pull out, cause they tend to be "married to the stock" Well the individual investors have had a good run with this stock >>> you buy calls and puts cause of the large time premium No, I sell options to collect the time premium. There is an art to doing this without exposing yourself to unlimited risk using a variety of spread strategies and watching VERY carefully. That is why I couldn't suggest this to anyone else. Tried to respond to the issues. Dave