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Technology Stocks : DELL Bear Thread

DELL 119.41

-2.7%

Nov 19 3:59 PM EST

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To: Billy who wrote (1255)	7/21/1998 11:31:00 PM
From: Lucretius	Read Replies (2) of 2578

DELL is finished whether the decline continues from here or it moves a little higher. Either way.... it is OVER. DELL w/ it!!!!!!!!!! From my post on another thread: The CC was less positive than usual first of all. DELL's CFO sounded concerned about business (that's the best way I know how to describe it). Because DELL's business is based on build to order w/ no channel to retailers, a slow down will hit them SUDDENLY and VIOLENTLY. Additionally, their ASP has dropped.... AGAIN! The writing is on the wall w/ this POS. Start buying puts now. W/ a current mkt cap of 80 billion (total world-wide PC sales are only 130 billion) My favorite maker of plastic boxes w/ chips is headed for the high-flyer graveyard. -Lucretius

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