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Technology Stocks : DELL Bear Thread
DELL 133.78-0.1%Nov 14 9:30 AM EST
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To: Eric Ridley who wrote (1387)7/31/1998 7:39:00 AM
From: Lucretius  Read Replies (2) of 2578
 
Oh come on! I've been dead right on the DELL fundamentals. growth is slowing, but they're playing accting and option games to boost earnings. ASP's are dropping faster than Monica Lewinski can go to her knees. Notice in that PC sale report that the DELL bulls were touting recently that PC sales are SLOWING dramtically industry wide? mmmm? what does that say about DELL's L-T business prospects? Unfortunately, I've been DEAD WRONG aout price movement on this POS. That's pretty obvious I think, even w/out Long's couple hour long effort (I think that guy is on something?) Things could be turning my way though very soon.....

As for your last little comment, anyone buying DELL or holding it at these prices, I think is foolish. Fortune has favored the follish for the last 40 pts in this stock. I just think that is about to change. 100 needs to be decisively broken for a return trip to 80. As for my fortune, as I've said REPEATEDLY, I do not list my transactions or what I am making or losing on transactions. I simply don't care if my fellow SI posters think I am rolling in the dough or losing my shirt. For all you know, I could be long DELL right now w/ a corresponding put position (ready to sell out at moments notice of course when she heads south) or maybe I own a few puts that are hedged by a few calls (I did for the last month). You'll never know? I will tell you this: I don't just blindy continue to short something when it is rising the way DELL has. I agree that that would be truely foolish.

-Luc
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