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Strategies & Market Trends : Roger's 1998 Short Picks

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To: larry who wrote (9473)6/1/1998 2:43:00 PM
From: Lazlo Pierce  Read Replies (1) of 18691
 
Larry I originally got into Dell at a split adj 10, and sold @ 47.5, got back in @ 50 and sold @ 65, back in @ 68 and sold @ 92. I have always been bullish on Dell, but alwayds thought the stock pricey. I agree there is more room to grow, but...... there is also room to fall. When a company grows as big and fast as Dell has, it is hard to sustain 50-100% grrowth. Can Dell continue, in the face of changing market and economic conditions? That, my friend is the 100B$ question.

Dave
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