Altaba Inc. (formerly Yahoo) Message Board

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Technology Stocks : Altaba Inc. (formerly Yahoo)

AABA 19.63

0.0%

Nov 6 4:00 PM EST

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To: Impristine who wrote (19589)	2/1/1999 7:53:00 PM
From: The_Guru_00	Read Replies (2) of 27307

I figured I would send up this trial balloon on this thread, as opposed to the Dell thread, because I don't want to have all of that bullish backlash in my inbox. Anyway (and happy girl I hope you are listening), my insatiable appetite to be short has migrated to Dell. This is not unfamiliar territory for my. In fact, somehow I managed to make some good dough back in October 97 and in the mini-crash in October 98 with some puts. At 108 it is soooooo tasty. Can you say $140 billion for a box assembler. No competitive advantage other than scale and process (If a high school tech student can put a computer together, it can't be too hard - Intel and Microsoft hold the true advantage) Kinda like the commodity processor. Now don't get me wrong, Dell is wonderful, just not 75x-100x earnings wonderful. Consider a little tomorrow, see what happens, then jump on it if these guys smash the numbers and split the stock. YAHOO, Dell is running into the brick wall again. Guru.

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