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Strategies & Market Trends : Stock Attack -- A Complete Analysis
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To: The Jedi who wrote (14842)8/22/1998 12:52:00 PM
From: Judy  Read Replies (1) of 42787
 
DELL and CCI

Thanks for the DELL information, Kiri. I identified China as the weak link in DELL's intermediate-term strategy two quarters ago, but who knows when/if China will devalue. On the other hand, DELL's growth in Europe may be able to sustain it. I see 3Q window dressing by the funds as being a significant factor, the funds would want their portfolios to reflect the "right" bellweathers ... before they unload into the fall market selloff.

Did you ever hit CCI from the top after our discussion?

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