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

To: musea who wrote (91036)	1/24/1999 2:16:00 PM
From: vc21	Respond to of 176387

New products tomorrow Looks like we are getting some new product introductions tomorrow. Possibly the 333/366 (Dixie?) Pentium II laptop and others. Go Dell. Regards, Vic

To: musea who wrote (91036)	1/24/1999 2:21:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Topic: Why Compaq Envies Dell. (Discussion Forum from Fortune Mag.) musea: Interesting discussion forum. One writes...."I have built factory for Intel in Malaysia and Dell Computer in China so I have a fairly opportunity to observe their operation. I like Dell's people better than Intel's. Dell's business model is so simple that it is a surprise that others have not caught on already. Well, may be others have too much business baggage..." boards.pathfinder.com@@5VNPNQQAvFWqvWa1/cgi-bin/webx?13@^6270803@.ee7f858

To: musea who wrote (91036)	1/24/1999 11:41:00 PM
From: Kayaker	Respond to of 176387

...it seems you ought to roll your puts to a higher strike as the share price goes up. Of course, I've never done this so you have to consider this analysis in that light. Any comments? Hi musea, sorry for the delay, I was over on the "big island" today. Actually, I haven't sold puts either. Well....... I did once, but turned around and bailed out the next day. When I'm rich I'll probably try them as a conservative strategy. I think I would most likely sell puts with a strike well below the stock price so I would be less likely to get assigned. I don't know if I'll ever get comfortable with them though. They tie up such a wad of cash I always seem to drift back to just buying calls (mostly LEAPS).

To: musea who wrote (91036)	1/25/1999 12:55:00 AM
From: His Pinkness	Read Replies (1) \| Respond to of 176387

Musea I think you are exactly right. In fact, your analysis is exactly why I started selling puts. I always wanted to buy a certain stock, such as Dell, but I always thought that I would wait for the right buying opportunity -- when the stock fell just a few more dollars per share. Of course, it seems that I could rarely get a stock at the price that I wanted. So, I thought, if I would like to buy Dell at 80, I would really like to buy it at 75. Then I realized that someone was willing to pay me for the option to buy Dell at 75. It almost seemed too good to be true. You are right that a put seller would miss out on some of the long term gains-- and also a put seller would experience high taxes. The way to get around the loss of long term gains is to do exactly what you mentioned, roll the puts to a higher amount each month or two, depending on the circumstances. Also, the loss of gain percentage can be made up in the leverage offered by options. With a company like Dell, you can earn a 100% return selling puts every two months. This strategy only works with companies that continue to grow. It would be foolish to apply this strategy to most companies, especially the internuts.