Dell's Daytraders Decision Site Message Board

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Technology Stocks : Dell's Daytraders Decision Site

DELL 120.49

+0.7%

Jan 16 3:59 PM EST

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To: Larry who wrote (135)	7/9/1997 8:53:00 PM
From: DragonBoy	of 1124

Larry, yes it did broke through my 1000 volt steel fence, they must be running away scare from the fire work(wrong direction). I don't see that many bears around either. Maybe these bears has good strategy, went into hiding and come back to round them up. I shorted a few hundreds share today at 129+, that is the last short session that I do with Dell to limit my lost. I'll come back to recover them in a few weeks. << Why not ride those same bulls uphill and when they get tired, ride the short bears back down?>> Ride DELL's bulls, no way man. I have been riding other bulls for a long time I am long a few Ks share of INTC, MOT.... This DELL short position is a small fraction of my share. The main reason that I short this DELL is as follows: (I'll say it again) It has a fat P/E. My prediction is Dell will go down, INTC will stay or UP since they already gave out a warning. CPQ will lauch surface to air missile to attack them. Direct marketing has its limitation, especially to grow on the server side. *My INTC has technology and billions ..$ of Fab factory, HMMM the PE is less than DELL who has a cool direct channel. OK, there is one killer parameter that I left out is Mr AG was so cool in the last FED meeting so the DELL's bull just keep running. Oh well it's been fun. Let see the Round 2 tomorrow with CPQ?

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