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 (12401)	8/5/1998 3:37:00 AM
From: craig crawford	Read Replies (1) of 18691

>> DELL also looks high to me. << Hehehe...for a reason! DELL is going to handily beat estimates again and provide a strong outlook for the rest of the year. They are simply untouchable. There is a reason why DELL is only down 10% while the avg Nasdaq stock is down 35% and the Nasdaq as a whole is down 12%. It's not just about liquidity either. INTC is pretty damn liquid if you ask me, but it hasn't made new highs for a couple of years, so the market isn't just throwing money at big name tech. It is flowing into the winners, and DELL is a WINNER---not a loser. I've still got 25% cash and if stocks like C$CO, DELL, AOL, etc. go on sale tomorrow I'm going to spend it all.

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