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Technology Stocks : DELL Bear Thread

DELL 138.94

0.0%

Dec 5 9:30 AM EST

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To: Mike McFarland who wrote (635)	5/13/1998 11:49:00 PM
From: Thorr	Read Replies (2) of 2578

The reason DELL should be a good short soon is the Business sucks. CPQ is hurting-They are attempting to dump product everywhere. they had 50 days inventory at year end- they said they would get to 14 days instead they had to go to 60days to break even for last qtr they have spending freeze on. they shut their houston plant down for two weeks cold turkey everyone is hurting in this pc bus. but the wall st spin boys are pumping this hype machine. do any smart mgrs own this stock? mostly retail buyers but they are the smart ones for now my secretary makes 100% on her money she didn't know what a stock was 1 year ago up is down down is up. even taking the spin boys #s Dell won't make the market cap in well over 100 years if you count the value of the stock options they give away.

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