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.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: LindyBill who wrote (1235)	4/9/1999 7:34:00 PM
From: Uncle Frank	Respond to of 54805

Bill, I agree with you that the tech sector will tank Monday based on the cpq disaster, but it's not all bad: 1. I've reduced my dell position by 65% in the past few weeks, and moved the allocation into aol and qcom. 2. I'm holding 30 April put contracts on cpq, and will make a killing on Monday! 3. Dell will report on May 18. Based on the presentation they made to the anal-ysts this week, their business is doing just fine, and the comparison to cpq will make their report look even better. I think we're going to see the coronation of a new King in the Box Sector. Long Live Dell <vbg>. Frank