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Technology Stocks : Dell Technologies Inc.

DELL 138.94

0.0%

Dec 5 3:59 PM EST

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To: Boplicity who wrote (19545)	10/28/1997 8:11:00 PM
From: Paul Merriwether	Read Replies (4) of 176387

Greg I have been shorting DELL successfully since it was at $102. Believe me it has been a LOT of fun. The only time I lost money was when it hovered around 100 interday, and I wanted to do other things with my play money. Menahwhile I have been keeping an eye out for DELL downward movements. I covered my short around 81 yesterday, was dismayed that I missed the boat to its downward spiral to 73. Am short yet again at 89. DELL has nothing special to offer any more. It is a commodity producer with some neat operations management/expense control tricks(easily emulated). It has little R&D(unlike HWP, IBM and DEC), is too arrogant to make sub-1000 systems and is slowing down(I think the projected growth rate is 20%). All this spells trouble. In fact, I am betting $90,000 that DELL will go down to the ground. Sanity will prevail. It always does! Best regards and good luck -P

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