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

To: Islander who wrote (99892)	2/16/1999 12:29:00 AM
From: Sig	Read Replies (1) \| Respond to of 176387

Re: Comments on Cramers stocks Dell, yhoo,intc, csco,tsel( I have all but tsel) 1. The only important thing to worry about on Dell is this: Dont lose any shares of it. If you have to sell for any reason then use some of the money to buy equal shs of far out calls Keep buying on dips. Will meet earnings plus. 2. Yhoo csco intc all up there about no. 2 to Dell 3. I dont know Tsel I sold a lot of my junk stocks( tech stocks that do not do not begin with a "DE") last week. Kept yhoo, aol, intc, msft calls. Bought Dell Being long on Dell I am permitted to play around a bit in the riskier calls Tomorrow will probably do following for very short term plays: 1. Buy Feb 90 Dell calls, mspg feb 80, athm feb 105, mar 105, intc feb 130,mar 130 2. Sell Gnet and Yhoo stock ( temporarily) to pay for the calls So am assuming Dell will move up and take intc along with it If Dell starts moving up I usually would be buying chunks each time it went up about 12% ( but I have enough stock) So if Yhoo sets an upward course, I will do the same with Yhoo as long as it keeps looking good. If it tanks 20% its history( sold) (now if you are confused, what about me?. I have calls on Dell, aol,asmlf,cmgi,intc,jci,kea,lcos,lu,msft,orcl,plcm,qwst,rmbs,yhoo) I dont even know the names of some these companies like jci or kea ! But if something works, stay with it.... Good luck Sig

To: Islander who wrote (99892)	2/16/1999 1:25:00 AM
From: JRI	Respond to of 176387

Islander- Cramer is the above-average-IQ kid in your middle-school class who has attention-deficit disorder and extremely poor social skills.. Due to a lack of prozac, his market "moods" swing like Tarzan on a hot day... I would not take his musings too seriously...he occasionally has some good points, but is incredibly short-sighted in his approach (definition of a trader, I suppose)..He has acheived good (relative to colleagues great) returns for a mutual/hedge fund guy (I believe he has average over 30% p.a. for many years)...But compare that to the ports of many around here.... Technology/internet stocks up and downs get him antsy but quick...Working in the same space with even-fewer-social-skills Greenberg must contribute to his edginess.. Don't worry about his short-term calls....He went bearish on Dell after last earnings..and then turned around (after a many pt. gain).. Another example: He frequently buys (and talks about it in his column) the day after earnings when it dips (but before the larger dip...the real buying op)...anyone hangin' around this thread for a while has seen this phenomenona many times (although I, ironically, we may not get it this time....already had it on Friday). Sleep well...Kramer (alone) is never a good reason to buy/sell a stock. He is entertaining, though, and I enjoy hearing him go...