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Strategies & Market Trends : Roger's 1997 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Bearded One who wrote (7729)	12/3/1997 4:34:00 AM
From: CatLady	Read Replies (1) \| Respond to of 9285

Hi Bearded, I currently hold some Dell in my long term account (Compaq too). Maybe I should look at the Dell thread instead of commenting over here, but in the past the hot air/substance ratio was pretty high over there. Anyway, could you give a synopsis of why Dell could be a good short? Yes, they'll get hit in a tech selloff, which now seems likely but they've continued to prove to be one of the stronger players. If you're down on the whole PC sector, I can understand, but I'd pick one of the weaker players, Like Gateway or MUEI. BTW, Epson has a long way to go before they'll get a toehold in the corporate market, if ever. I appreciate hearing your or anyone else's comments. CL