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


To: McNabb Brothers who wrote (21956)11/18/1997 12:44:00 PM
From: Paul van Wijk  Read Replies (2) | Respond to of 176387
 
Hank & Hank,

>> Also short CTXS, but not as confident in it as some of the
>> other shorts we hold at this time!

How much do you know of CTXS-business and products. For example,
do you understand that "a continued decline in revenues from Unix
workstations" from the HWP-earnings-report is not good news when
you are short on CTXS.

Do you also understand that this "continued decline" is good news
for Dell (and CPQ), because the decline can be explained as losing
market-share to WINTEL-servers & workstations. Which will continue
until there are no more Unix-bases.

Do the buzz-words clustering or wolfpack mean anything to you.

What I want to ask, did you short CTXS totally based on what the
charts or the numbers tells you. Or do you know who and what
you are betting against.

And what is going on with you, lately. Your so different. You
seem a little bit down. Problems at home, problems at work?

I hope not. Wish you all the best.

Be carefull with CTXS,

Paul