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leon

11/13/02 10:16 PM

#45171 RE: plexus #45159

plexus, i'd be a little careful regarding Dell. i have no particular reason to doubt their report tomorrow other than the expectations appear to already be reflected in the price. if so, unless said report is gangbusters, i suspect it very well may sell-off on the "good" report. furthermore, of additional concern to me would be the overwhelming ratio of calls to puts at the 30 strike(6 to 1). hard to believe the boyz would permit so many winners! anyway, those are my thoughts and remember, thats all they are. good luck.