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

To: Bearded One who wrote (23918)	12/2/1997 5:48:00 PM
From: McNabb Brothers	Read Replies (3) \| Respond to of 176388

Bearded One, You love being bashed also! I do not think you will get any bashing on Rogers Short Page like you did from those Iomega bulls, but get ready to be bashed by the DELLHEADS on this thread! Really glad to see that you agree with shorting DELL, but not sure I would buy CPQ as a hedge! You do have my respect from Rogers Short thread, and hope you do well here! May look at selling naked calls and be willing to go short if they are called from you! Let me know whart you do! Hank

To: Bearded One who wrote (23918)	12/2/1997 5:49:00 PM
From: Helios	Read Replies (1) \| Respond to of 176388

"Looks like an easy arbitrage here-- buy Compaq, short Dell." Well Dell is gaining market share on Compaq in business desktop systems. This is a trend that is not likely to change anytime soon. Compaq is making money with their low end machines although this is going to show up in their next earnings statement as lower margins. Predictably this will hurt the stock price even though they are probably making a boat load of money with them. Also Compaq is strong in the high end server market. I think your strategy could break either way.