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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Mehrdad Arya who wrote (139141)	8/13/1999 3:17:00 PM
From: jttmab	Read Replies (1) \| Respond to of 176387

Mehrdad, There was a lot of conviction in that post, so I won't debate your position. But it does seems that you're mixing two strategies that may or may not be compatible. Shorting DELL right before earnings is clearly a very short term play while your justifications for it are much longer term. With your position, I would be shorting after earnings and hoping that there was an upside surprise. A disappointment doesn't seem likely, so the odds are that immediately after earnings, DELL is flat to slightly down with a potential for an earnings pop. Just seems like the risk/reward ratio would be better after earnings rather than before. Best Regards, Jim

To: Mehrdad Arya who wrote (139141)	8/13/1999 3:25:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

You seem to be about as naive as many of the Fund Managers that fail to really do their homework on DELL. Until you realize that DELL has a business model that is better by design then I guess you'll be confused <G>...what type of returns have you generated in the last few years (by going long or short on equities)? Please read this post carefully. My hunch is that ING Barrings and Alex Brown have a little more credibility than you do. I have been on the DELL train for quite a while and I plan to stay on it.... talk.techstock.com Best Regards, Scott