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Technology Stocks : DELL Bear Thread

DELL 133.78

-0.1%

Nov 14 9:30 AM EST

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To: jjs_ynot who wrote (217)	3/19/1998 6:17:00 PM
From: Tradegod	Read Replies (1) of 2578

Looks like you called it for the week. I covered all my shorts at 62 yesterday. Feel like I may reenter tomorrow if it gets above 65 intraday. Feeling like we might see another leak next week given that the environment is weakening. BTW what about Rockwell's (modem maker) miss. Same with Boca Research. If modem, memory, disk drive,etc orders are softening, is that all coming from Compaq or is unit growth slipping for everyone, (incl Dell). Also, could price cuts add to the problem?

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