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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Roger A. Babb who wrote (11422)7/13/1998 2:54:00 PM
From: Marconi  Read Replies (1) of 18691
 
Mr. Babb:
From my view, Dell is a trading short between 112 and 120, with a view to buy back between 10 to 30 points lower in the next 3 to 6 months, conditioned on no major changes to the market. Is there a new reason now that has changed Dell's prospects downward significantly?
Best regards,
m
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