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Technology Stocks : DELL Thread For BULLS and BEARS! -- Ignore unavailable to you. Want to Upgrade?

To: McNabb Brothers who wrote (146)	11/13/1997 5:40:00 PM
From: Paul van Wijk	Respond to of 198

Hank & Hank My Dell shares quadruppled in one year before is sold. So don't tell me how to make money on this stock. I can understand you think it is silly when I say "this stocks is different". There is no other stock I would say the same things about. And remember, I'm not blind and didn't fell in love because I sold when I thought it was overvalued. You also have to consider that for a short, the time-frame is more important, than for me, the bull. If the fundamentals are good the worst that can happen is that I have to wait. Last few weeks I bought stocks, most of them blue chips (CPQ, DELL, INTC, and 2 dutch blue chips BAANF & ASMLF). In my opinion they were relatively cheap, and the worst that can happen is that they become even cheaper (which happend). I was aware of the fact that there was a chance that we would retest the lows which were set a few weeks ago. But I wouldn't take the risk of waiting too long and see them fly away. I'm not experienced enough to predict what the market will do short-term. As I posted yesterday I sit still when I'm shaved. I will no way panic or sell no matter what happens, because imo we are to close to bottom, whereever that may be. The only thing that really scares me is the low unemployment-rate. This is for sure not a shortterm problem. Maybe you noticed I didn't mention CTXS as a blue chip. I have to admit that I have no idea how their fundamentals will look next year. But I'm willing to take a risk on this one, although I've no intention of holding it for many years. Too much uncertainty. But there is a fair chance they will do great, because they really have a hot product. And so far it is one of the few stocks in my portofolio that went up in the last few weeks (SPAZ is the other). At this moment I'm managing a project that we (Origin) do for the dutch railways. I'm responsible for the software, EDS is responsible for the hardware. We're having serious problems with the response over the WAN (16 servers, 400 clients). There is a chance EDS will do a pilot with CTXS next week to solve the problem. If that will happen I will let you know. You asked for another stock. I'm not able to short stocks. But the stock with the worst fundamentals, worst numbers etc. I could find is IAIC. I also would advice you to keep both feet on the ground. You are a little bit to arrogant lately. I can handle that, but remember that it can cost you money. No one can predict the market, even you. And again, I still think your arguments sucks. I think today could be a turning point. We were pretty close to the lows of two weeks ago. And INTC, DELL & CPQ were very strong today. I think you should at least take this serious. Wish you all the best. Paul