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

To: MadManMike who wrote (66269)	9/19/1998 9:14:00 PM
From: Jorge	Read Replies (1) \| Respond to of 176387

Mike...DELL is my largest holding, and I am looking to buy again...I'm not sure I would take a full position yet at this time if you have never bought before....Nibble at it, dollar cost average your purchase, would be my recommendation....Market in general (not DELL, by any stretch of the imagination) is weak...we very possibly have found the bottom in the Market, but likely will retest 7400 DOW, if not a little lower, IMHO.....When that happens you will be able to buy DELL low 50's...My .02 worth. Regards, George

To: MadManMike who wrote (66269)	9/20/1998
From: Jerry Miller	Respond to of 176387

"...What reasoning would you give for someone who has never owned Dell to make a strong position right now?" investor.msn.com

To: MadManMike who wrote (66269)	9/20/1998 12:34:00 AM
From: TwoToTango	Respond to of 176387

see post # 66205. lots of good reasons outlined in the article linked to the post..

To: MadManMike who wrote (66269)	9/20/1998 1:03:00 PM
From: jbn3	Read Replies (1) \| Respond to of 176387

Why make a strong position in DELL right now? Mike, ordinarily, this would be a lot easier to answer. However, right NOW, sufficient turmoil in the world economic situation exists to make the answer more problematical. Will DELL do well? Yes. Will DELL increase market share? Yes. Will DELL increase unit sales? Yes. Will DELL increase revenues? Yes. Will DELL shorten its inventory cycle? Yes. Will DELL's stock price go up if the DOW goes down 300, 500 or 1,000 points? Unlikely. Will the market go down 300, 500, or 1,000 points? Wish I knew the answer. So right now, if you are looking to buy DELL, AND have the appropriate brokerage permissions, this is what I'd do. a) if you think the market will move up, buy now. 1/2 equities, and 1/2 leaps. b) if you think the market will stay roughly flat, decide how much DELL you would buy, then sell at-the-money OCT puts equal to 1/2 that amount of shares. Buy LEAPs with the other half, some now, and some in 2/3 weeks. c) if you think the market is likely to go sharply down, sell out-of-the-money OCT puts for 1/2 your intended position; buy LEAPs on the other half when you think the market is due to turn around. JMHO. 3.