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Strategies & Market Trends : Rande Is . . . HOME
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To: Paullie who wrote (4773)3/30/1999 10:24:00 PM
From: Rande Is  Read Replies (1) of 57584
 
Paullie, honestly, overall . . .I still think that Dell is overcooked and the guests are heading for the door. Many have been loading up on Compaq and others on IBM [remember them?] . . .as a replacement. Wall Street was 'in love' with Michael Dell. But suddenly there are a half dozen reasons to think they are no longer the champs. . . and overnight the love affair is over. I would be looking at Dell again in late summer. They will be back for sure, but I think they still go lower from here.

For that matter, I am beginning to get pretty bearish. . . just sitting back thinking of the various sectors. . .I am hard pressed to find a sector that I am still bullish on. . . cutting edge telecom and . . uh. . .uh. . .I can't think of another.

What I put in the NEW long portfolio is really a reflection of what I think will be strong. . . and that list is NARROW. But very soon, if not already, I would be considering some serious hedges against being heavy into high-tech. . .shorting QQQ or some small cap/Nasdaq index funds is one way. . .or just throwing some money into something like BEARX [Prudent Bear Mutual Fund] is another. . .until late summer.

If not, I think we will see much of our gains in our long aggressive ports, fall away very quickly.

Rande Is
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