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Pastimes : The Naked Truth - Big Kahuna a Myth
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To: sammaster who wrote (35366)4/22/1999 8:17:00 AM
From: IceShark  Read Replies (1) of 86076
 
samir, the IBM report, the conference call and spin meisters just eliminated the fact that the PC biz is slowing down in 18 hours. Not that it isn't still a fact, but no one will believe it anymore and will be piling into these techs. And they will expand the PE multiples so who knows how high things can go. So shorting the PC rallies is now akin to shorting Inutz. As Bill M. said last night, "How high is up"?

Jeez, Dell is at 41 and climbing. At least I called one right.
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