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Technology Stocks : Dell Technologies Inc.
DELL 130.49+0.4%3:59 PM EST
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To: hdl who wrote (149694)12/22/1999 11:41:00 AM
From: Chuzzlewit   of 176387
 
hdl,

May I humbly suggest a different tack?

Restrict your shorts to companies with fundamental problems -- like positive earnings and negative operating cash flows. As over-valued (IMO) as CSCO and QCOM are, they are fundamentally powerful companies.

Even if I'm right it is impossible to predict when the bubble will burst. I would simply exit the market and wait for valuations to reflect fundamentals.

TTFN,
CTC
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