Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Bill Wexler who wrote (17433)	2/14/1999 8:49:00 PM
From: Mama Bear	Read Replies (1) of 18691

"I never gamble on the short term (and it is exactly that...gambling)" Taking any position in the stock market is taking a calculated risk, IMO. "I believe that it is just as foolish to bet against the long term growth of Dell right now. " In my mind it is a gamble to hold DELL at 60 times book in a contracting PC market, in which the only segment showing significant growth is low end, which DELL doesn't do. Barb

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