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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?


To: P.T.Burnem who wrote (30313)10/5/1998 1:59:00 PM
From: epicure  Read Replies (1) | Respond to of 94695
 
Too much bearishness- decided to buy some little first positions in CSCO , DH, more PEP, pair- only kept my AMZN puts, sold all the other puts on the big guys but kept my RYURX- just in case



To: P.T.Burnem who wrote (30313)10/5/1998 2:02:00 PM
From: AlanH  Respond to of 94695
 
Given that DELL has made $0.93 in the past 12mo alone, where has all DELL's assets gone?

PC manufacturing is an operation, whereas stock purchase and re-distribution is the business. As long as DELL stock rises, the company will report favorable earnings.

It's a classic case of the "P" word.

-Alan