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Technology Stocks : Dell Technologies Inc.

DELL 127.22

+3.8%

Nov 24 3:59 PM EST

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To: S.C. Barnard who wrote (32705)	3/6/1998 9:15:00 PM
From: Andy Yamaguchi	Read Replies (2) of 176387

I am trying to avoid PC stocks including Dell until real picture becomes clear. Dell might be OK. Dell comes out to say every thing OK. But this is too soon to say OK. Last time, when semiconductor equipment slowed down, Lam research came out to say every thing OK and even Lam's CEO brought lot of Lam's shares in open market($56 a share). But after 3-4 months later, Lam's announced orders slow down and eps short fall. I believed Lam's CEO and followed him to buy Lam's shares at $56. It was a really bad investment. Dell is best positioned in PC but if price war comes, no body can avoid hurt. BTW, Option PUT/Call ratio indicates a down market coming soon. Good trading. Andy.

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