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

To: Arv who wrote (99579)	2/15/1999 1:58:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 176387

>>So how about the Feb 95's? or March 105s? Why not Feb 110s! I feel lucky today. I share your excitement, Arv. Picked up a handful of March 110 contracts on Friday at $3 (bargain) to go with my Feb 85s, Feb 90s and March 120s. Also, suggest you look at hpwno (HP Feb 75 puts) which are a great double down at 2 3/8. Let the games begin! Frank

To: Arv who wrote (99579)	2/15/1999 2:11:00 PM
From: FR1	Respond to of 176387

One other thing that may be going on here. If you want to be known you have to do something shocking. In early Feb. you announce Dell will make up to 5.5b and all is well. Yawn. Nobody wants to hear it. You did not get any headlines. So what can you do? Well, there are many ways to tell the truth. Up to 5.5b can be anywhere from 5.2b to 5.5b. All of these numbers are in the 40-46% y/y growth range. All down from the 50% range reported last year. If you think about it, almost anywhere Dell lands can be viewed as a loss of growth. So you announce that Dell is losing growth and should be downgraded. Now you got your name in the headlines. Now even if Dell makes its numbers (5.3b-5.5b) you can say "See - I told you so. Loss of growth." You can then spend hours discussing CPQ growth, IBM, etc etc - there are so many numbers out there you can yak forever and make a hero or goat out of almost anybody.