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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?

To: put2rich who wrote (2218)	10/28/1998 5:42:00 AM
From: Bob Davis	Read Replies (2) \| Respond to of 2578

As part of an article about the relative over-valuation of certain "big name" stocks, The Napeague Letter applied certain value-analysis tools to a group of stocks which had been identified as "Pillars of NASDAQ Bull Market" in a Wall Street Journal article on October 6th. One of the stocks that was evaluated was Dell Computer - (NASDAQ:DELL). If you would like to see the analysis itself, go to napeague.com Bob Davis The Napeague Letter napeague.com

To: put2rich who wrote (2218)	10/28/1998 8:30:00 AM
From: divvie	Read Replies (1) \| Respond to of 2578

She said she made 1.5M in Dell then lost it all right away. Yikes! That is scary! I hope she did not lose her principal or at least has a strong disposition.

To: put2rich who wrote (2218)	10/28/1998 10:34:00 AM
From: larry	Read Replies (1) \| Respond to of 2578

TD, I am very bullish on DELL and I won't buy puts on issues like DELL, CSCO, & MSFT. Sure I do buy calls when the issues are beaten down in big ways. But I mainly sell naked puts to reap in the gains. If you look back at my previous posts, I sold about 200 contracts of various DELL naked puts on the day that DELL dipped to 40 9/16 and I correctly called that a near term bottom. So far I have closed about 75% of those contracts and have made some very nice gains. I guess that DELL will at least test 69 1/4 either before or after its earnings release. If DELL can make $0.30 (I will bet on 0.29), then I expect DELL to test 75 in the near term. I have never bought DELL puts before. Betting against DELL & MSFT are losers' game and I am not willing to join the ranks of losers. However, anytime I see the issue going against my position because the market turns turmoil, I will short against my box to hedge my position (usually for no longer than several days). I am definitely not the person to ask if you want to make $$$ by shorting stocks. I am only good (actually very very good) at making $$$ on the long side. good luck, larry!