Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: John Koligman who wrote (40550)	12/19/1998 1:13:00 PM
From: robbie	Read Replies (1) \| Respond to of 97611

John, I agree. Dell has been dead for months. I had been selling the 65 calls forever, and my 1,000 finally got called as of yesterday. I had bought another 1,000 ~65 this week while I waited to decide what to do, and yesterday sold the FEB 80 Calls for $2,375. I will keep selling the 80 calls every month until my stock gets called and reevaluate then. Hope I make as much money this go around. Buying more CPQ Monday also, still have the bulk of my money here. GO CPQ !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! Robbie

To: John Koligman who wrote (40550)	12/19/1998 1:17:00 PM
From: rupert1	Read Replies (1) \| Respond to of 97611

John: About 3 weeks ago, I posted that if DELL moved down I would buy some. I was promptly told I was "mad" by a certain poster - so I understand your apprehension about being booed. But that kind of comment has not been previously characteristic of this thread. I noted with interest that rudedog said he would not be adding to his DELL position, although he might not sell, either. In principle, I think it an excellent idea to have an exit point for CPQ and an entrance for DELL purely as a trading strategy. I still think that from present levels, CPQ is a surer bet for a double in the next twelve months than DELL. But a more depressed DELL could give a nice short-term ride espescially if CPQ has reached a temporary apogee, let us say in January, February.

To: John Koligman who wrote (40550)	12/19/1998 1:35:00 PM
From: Yargnad	Read Replies (1) \| Respond to of 97611

JOHN: Interesting article in this Jan. issue of Money Ragazine. "Showdown" Compaq vs. Dell. Explains how Janus fund hold 40 million shares of Dell and how Dell has an 8 day float after selling pc before it pays its supplier for parts. Quote "That, says John Schreiber, an analyst for Janus funds, is a thing of beauty" article is positive on both companies, forward looking. if I ever fiqure out how to scan something and then get it on this thread, I'll do it, but I have enough trouble finding the on/off switch, thank God I got a seven year old dan