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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Tim Luke who wrote (11228)	2/1/1999 5:17:00 PM
From: Junkyardawg	Read Replies (2) \| Respond to of 90042

Hello all: I just finished reading today's post on the thread. Wow!! You guy/gals are doing great. Boy it looks like fun. Maybe some day I will be able to quite the day-job and trade during the day. Well, here is my paper account my pick that I picked this week went up 15% today (pred). Just luck I am sure. :-)dawg

To: Tim Luke who wrote (11228)	2/1/1999 5:31:00 PM
From: JSB	Read Replies (1) \| Respond to of 90042

Tim, I could be totally wrong, again, but, my gut still feels like DELL's earnings won't be as strong as everyone thinks. There is no doubt that DRAM prices have not only firmed but have actually climbed a bit. I don't know to what extent that affects DELL's margins, but between that and HD prices, I really think DELL margins have to be constrained. I know you love DELL, and I have some shares as well, but I am sorely tempted to sell after the next move and buy some puts. What do you think? Regards, Jeff