Bear! Message Board - Msg: 4587838

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Strategies & Market Trends : Bear!

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To: Walt Corey who wrote (102)	5/25/1998 7:20:00 PM
From: Lucretius	of 271

I suggest you read my post to you that contained my opinion on DELL again. I based it on 3 premices about a month ago: 1. they sell a commidity 2. PC business is slowing 3. DELL's business is slowing and they are pushing back orders from suppliers in the current qtr. #2 was cited several times by analysts over the last 2 weeks as PC stocks have gotten killed. #3 is a rumor I am hearing and have seen DELL's suppliers report that DELL has postponed some orders. SmartMoney reported the same rumor on Fri, and I believe the article was posted on the DELL kiddie thread. #1 has yet to be confirmed by the mainstream investment community. Perhaps this week? Glad you liked my bearish scenario. :) Everybody pays taxes. Pay yours and move on. Never let taxes determine an investment decision. Don't get sucked into the hysterics on that other thread. Like I've said: they'll buy all the way down and have been. (ggg) Good luck! -Lucretius

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