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Technology Stocks : DELL Bear Thread

DELL 136.13

-3.3%

12:35 PM EST

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To: Lucretius who wrote (1349)	7/30/1998 3:44:00 PM
From: Chuzzlewit	Read Replies (1) of 2578

Hi LT, how're you holding up? If your gonna be a vocal bear on Dell better get used to a lot of bear baiting. It goes with the territory. Looks like Japan is going to get some bridge bank legislation. That sounds like they are going to allow a bunch of Japanese banks to fail. It also looks like the only way to stem the drop of the yen vis a vis the dollar is to raise interest rates in Japan. So if this stuff happens Japan may start to reverse its economic malaise. We'll see. I'm a happy Dell bull. All indications are that Dell is going to have yet another blowout quarter. My only problem is that Dell keeps getting so big in relation to the rest of my portfolio that I'm thinking that I will once again have to sell some just to get my portfolio in some semblance of balance. My non-scientific SWAG. Dell comes in at $.49 and the stock trades at $128 at the end of August. Are you still sticking with your doom and gloom scenario? TTFN, CTC

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