Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: larry who wrote (11577)	7/16/1998 1:49:00 AM
From: mchip	Read Replies (2) of 18691

Regarding Dell... If one had bought Dell just before last earnings in May they would have been in a loss until recently. This pattern holds in declining degrees for the 2 years back I have looked by charts(Oct 97 threw a kink.. but still present). Looks like run-up to the report then drops then recovery. Yes a constant up... predictible?, but getting longer. Last qtr Dell beat numbers, if I remember, and still pulled back. So.. Intc missed/beat numbers depending on if you discount the charge. Beat last Qtr numbers and tanked, now it surges(well till Friday when the options expire at least). There is something here... what do you think?

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