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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Jim Rathmann who wrote (5494)9/23/1997 10:46:00 AM
From: Bob Trocchi   of 9285
 
Jim...
>Just out of curiousity what do you see that you are shorting dell at this time<

IMO, DELL will continue to go up IF it can continue to gain market share. their current market share I believe is 17% giving lots of room to continue to grow faster than the market. When that stops, look out below.

BTW, An article from today's Boston Globe. Granted it is about some local (but well known) Mass. Companies however the implication is that "Story Stocks" are back in favor. DELL is a story stock IMO as well.

>BOSTON CAPITAL
Small stocks making some very big noises
(By Steve Bailey and Steven Syre)<

boston.com

Regards

Bob T.
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