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

To: SecularBull who wrote (35395)	3/24/1998 4:52:00 PM
From: Sig	Read Replies (1) \| Respond to of 176387

LONGon DELL: 10318 April 65 calls (dlqdm's) traded today, about 3300 near the close. Somebody is pacing a rather large bet that Dell is going to end up higher than 69 by expiration date. Sig

To: SecularBull who wrote (35395)	3/25/1998 9:56:00 AM
From: Jim Patterson	Read Replies (2) \| Respond to of 176387

Congradulation To all who are long DELL I have been proven wrong again by the great almighty DELL. It looks like the sky is not the limit today. Rejoyce in the buying frenzy, The shorts are on the run. The Bears are going back into hibernation on this one. BTW, Did anybody notice the massive deceleration in MSFT's growth rate ? Who cares, they are beating estimates now buy the stock. Is it important that this looks to be the best Growth of 1998 ? No, MSFT is conservative and always cries wolf on future earnings. All hail to the market :) Jim

To: SecularBull who wrote (35395)	3/30/1998 12:03:00 PM
From: Jim Patterson	Read Replies (1) \| Respond to of 176387

LONGonDELL, Looks like our debate has been answered to an extent. The Dell workstation price w/dual P II 333's was cut by about $820. that works to $410 /processor on a $200 price cut. Figure there is come other component cutting in there too, so lets say $300 / CPU, and the rest on other stuff. Looks like margins are targeted to stay about the same. I think that is what we both were expecting to see happen. Well know we know. I wonder if the analyst had these price cuts in their EPS models at the beginning of the quarter ? Jim