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


To: SecularBull who wrote (96082)2/8/1999 3:08:00 PM
From: Uncle Frank  Read Replies (4) | Respond to of 176387
 
>>you might consider selling the whole position prior
to earnings...I would give it a 90% chance of a sell-off
at, or right afterward earnings

Good advice, particularly since Jake is making huge
returns. I think the better strategy might be to take
half of the positions off the table on Friday, 2/12, and
let the rest ride for a blow out earnings report.
The comparison to csco is fair, but cisco is not
dell
. Look at dell's split unadjusted prices last
year versus this:

Date Close Date Close
5-Jan-98 88.25 4-Jan-99 74.19
6-Jan-98 88.44 5-Jan-99 75.25
7-Jan-98 86.25 6-Jan-99 78.13
8-Jan-98 86.19 7-Jan-99 78.19
9-Jan-98 83.19 8-Jan-99 77.81
12-Jan-98 87.06 11-Jan-99 82.00
13-Jan-98 89.69 12-Jan-99 80.44
14-Jan-98 91.38 13-Jan-99 79.31
15-Jan-98 91.62 14-Jan-99 77.63
16-Jan-98 92.75 15-Jan-99 79.00
20-Jan-98 93.12 19-Jan-99 82.13
21-Jan-98 94.25 20-Jan-99 85.31
22-Jan-98 92.50 21-Jan-99 84.19
23-Jan-98 94.81 22-Jan-99 83.00
26-Jan-98 94.62 25-Jan-99 84.88
27-Jan-98 97.50 26-Jan-99 88.50
28-Jan-98 97.12 27-Jan-99 88.50
29-Jan-98 98.62 28-Jan-99 94.19
30-Jan-98 99.44 29-Jan-99 100.00
2-Feb-98 104.56 1-Feb-99 108.00
3-Feb-98 106.06 2-Feb-99 108.63
4-Feb-98 107.62 3-Feb-99 107.88
5-Feb-98 107.00 4-Feb-99 102.38
6-Feb-98 108.88 5-Feb-99 100.44
9-Feb-98 108.12 8-Feb-99
10-Feb-98 110.88 9-Feb-99
11-Feb-98 110.25 10-Feb-99
12-Feb-98 110.75 11-Feb-99
13-Feb-98 110.88 12-Feb-99
17-Feb-98 111.31 15-Feb-99
18-Feb-98 113.19 16-Feb-99

19-Feb-98 122.75 17-Feb-99
20-Feb-98 126.31 18-Feb-99
23-Feb-98 130.94 19-Feb-99
24-Feb-98 128.44 22-Feb-99
25-Feb-98 129.94 23-Feb-99
26-Feb-98 133.25 24-Feb-99
27-Feb-98 139.88 25-Feb-99

Earnings report dates are boldfaced. There was no
post earnings sell off last year, and the situation is very
comparable.

Imho,
Frank

btw, I have this information on an excel spreadsheet. If
anyone would like a copy, PM me your email address.



To: SecularBull who wrote (96082)2/8/1999 4:04:00 PM
From: DO$Kapital  Read Replies (1) | Respond to of 176387
 
Only 5 more trading days till earnings.
Where do you think DELL will be trading
on Feb. 16th ? Why do you think there
will be a sell-off....no split announcement,
falling short of whisper..?



To: SecularBull who wrote (96082)2/8/1999 4:12:00 PM
From: Mark Peterson CPA  Read Replies (1) | Respond to of 176387
 
Maybe so, but I picked up 5K shares under 100 today and hedged them off selling the March 135 calls. Not much downside protection, but like Kemble, just gotta own this stock one way or the other.

Mark A. Peterson