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


To: jim kelley who wrote (50510)7/9/1998 7:53:00 PM
From: freeus  Respond to of 176387
 
re glutted by not sated in San Jose
Ah yes how can we be sated with success? There is never too much!



To: jim kelley who wrote (50510)7/9/1998 9:31:00 PM
From: David Weis  Read Replies (1) | Respond to of 176387
 
Glutted but not sated in San Jose..........BURP!

and just what are you "glutted" on????

hey, jim!! are you making the trip to Austin next week???



To: jim kelley who wrote (50510)7/9/1998 10:33:00 PM
From: Gabriel008  Respond to of 176387
 
Jim, 200 contracts - now that's the big leagues. Personally, I closed out my August 85, November 85 & November 90 call contracts because I was getting too deep in the money. I'll replace these September 100, 105 and/or 110 calls when they come out the Monday following options expiration.

I'm not certain the MM's will be able to manipulate DELL's stock this options expiration because of the impact of the shareholder's meeting. As a result, if I sell July covered calls I would only sell July strike prices well out of the money.



To: jim kelley who wrote (50510)7/9/1998 10:48:00 PM
From: Gabriel008  Respond to of 176387
 
Jim, let me add that the only dark cloud on DELL's horizon is CPQ reporting before the open on the 15th. If CPQ reports worse than expected we can probably expected DELL to experience some of the collateral damage. My personal guess is that CPQ will report exactly as expected and maybe even a bit better by hiding all the bad stuff in the one time charge attributable to the DEC acquisition.



To: jim kelley who wrote (50510)7/10/1998 6:25:00 PM
From: patel  Read Replies (3) | Respond to of 176387
 
Jim and All:

I bought Dell July 100 Calls on Friday 7/10 at open at limit price of 3, just to speculate, knowing that the Call options expire on 7-17-98 -- just for Pizza Money, you know! . I also own August 95 calls, purchased few weeks ago.

Since the Annual Meeting is on Friday 7/17, and I expect some good news to come out of this meeting, I have two questions for those of you who are experienced in options, and who had been in DELL for few years:

(1) Do you expect DELL to close up next week, especially on Friday 7/17 due to good news coming out of the Annual Meeting? Or stock will sell off, because of "Buy on rumors, and sell on news"? Any advise or opinion on how I should play July 100 calls during this last week of expiration?

(2) The second question relates to August 95 call options. There are six weeks left here, therefore not to be concerned too much. However, the earnings report will be coming out during the last week of options expiration for August, during the week starting 8/17. If you had this call option, would you hold it a day or two after the earrings announcement (hopefully they will be good), or sell a day before the earnings announcement, or sell soon after the earnings are announced? Does DELL announce the earnings after the market close on a non-Friday working day, or after the market open on a non-Friday working day?

Any help will be greatly appreciated.