Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Roger A. Babb who wrote (11438)	7/13/1998 4:15:00 PM
From: larry	Read Replies (2) of 18691

Roger, I agree with you that DELL cannot sustain its current growth rate. However, I won't even think of selling DELL until they reach a 100 billion market cap. A 130 close before earnings announcement is guaranteed. After that, it's anyone's guess. For me, I will sell my DELL shares before they announce earnings or write deep in the $ calls to protect my gains. For now, I will just enjoy the run. BTW, I think that in five years, we will all find that it's a smart move to invest in YHOO! right now. Damn, the valuation is too high...but that's a darn great company, with great management. This boy can easily be a 50 billion company at around 2005. I bet that they will make $15-20/share with the current share number. That's where the future growth is. Can you say DELL of the early 21st century? larry!

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