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

To: Kayaker who wrote (71669)	10/13/1998 11:32:00 AM
From: JH	Read Replies (4) \| Respond to of 176387

<John: Just wanted to say Thanks> You're welcome! Posting my positions on SI is something that I've only recently started doing - thinking that it's a handy method to keep track of my OWN thoughts in one handy database, accessible through SI. If my ideas benefit other members, that's great... Congrats on your sale of puts at $2-1/2. Guess we could have both waited a few more minutes for the gap to completely fill and received $3 instead, but I hope you'll agree that it's better not to be too greedy. Now that the gap HAS filled, the DELL is sitting quietly at $53. Which way do you think it'll go during the remainder of the week? I'm nibbling on dips. OT just a hunch, but considering going long XYLN. Strong 3-month downtrend with high short interest (37% of float). Looks like it's in the process of forming a triple bottom just under $10. Need to conduct more DD before entering... Can anyone on this thread contribute something on XYLN's fundamentals?

To: Kayaker who wrote (71669)	10/13/1998 2:05:00 PM
From: divvie	Respond to of 176387

Let me echo those thanks also. Got in at 1 1/2 and out at 2 5/8. Now looking at the Nov calls but I may wait until after Oct expiry before I bite. Also, never got those CPQ or INTC calls yesterday so I am as relieved as Venkie right now. Even though the Piper Jaffery report lowered earnings forecast CPQ looks very cheap right now. INTC looks like a better bet right now as they have been saying very favorable things and when they only met expectations last quarter it still went up. People seem to believe in INTC and Celeron version 2 with integrated L2 cache has essentially pulled the rug from under AMD's feet.