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Strategies & Market Trends : Shorts waiting to happen
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To: Peter Shaw who wrote (685)9/26/1996 12:37:00 PM
From: Peter Shaw   of 852
 
No sooner do I post the previous message then I go short DELL. DRAM prices have spiked 50% on the spot market, and their inventory turnover will force them into higher component costs (lowering margins). Momentum players are bailing, and the stock should retrace to the low 70's.

Cheers,

Peter Shaw
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