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Strategies & Market Trends : Roger's 1998 Short Picks
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To: Roger A. Babb who wrote (11426)7/13/1998 2:16:00 PM
From: craig crawford   of 18691
 
>> Given that all the PC component makers are reporting slower sales, I figure the box makers must also be slowing since they are the buyers of the components <<

So you expect DELL to miss their estimates? Or warn going forward? DELL CFO said he was comfortable with estimates for this quarter and EPS are estimated to be 46 vs. 29 cents last year. That's 59% growth assuming they only match estimates.

>> Plus DELL is overvalued for current level of sales. <<

So what else is new? Not a good enough reason to go short.
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