Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Roger A. Babb who wrote (10066)	6/16/1998 1:57:00 AM
From: Rex Dwyer	Read Replies (1) of 18691

Re: DELL short. Still doing homework for the short side and thought that the only scary thing for DELL is the possibility of actually building a well known brand name that deserves a premium. Have you addressed this yet? If so, a link to your comments? Otherwise, I think that DELL's JIT setup will keep even DELL insiders from knowing when the sales are slowing down. So, if it tanks, it will go quickly. Also, I think the new ad campaign will NOT promote impulse buys of PCs. It's not like a regular retailer. Meanwhile, waiting for your TA call on when to start building the short position. Rex

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