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

To: McNabb Brothers who wrote (26048)	12/22/1997 11:32:00 AM
From: mattie	Read Replies (2) \| Respond to of 176387

McNabb Brothers, Can you explain your bear case for Dell. Too mony posts to find your case (if you have made one on this thread). I respect your opinion as we have been on the same side on at least one short sale (Qualcomm last spring - you guys gave me the confidence to hold on for a 30% return on that short). I am curious on your Dell view because I just went long this stock when it sold off late last week. My rational was that Dell was selling at the market multiple yet is 3 times more profitable than the SP500. Dell has ROE of 73%!! vs 20% for the index. You do not get many chances to pick up bargains like that. I have been bearish on the general market since last spring, but I still want to own quality companies when they go on sale. Thanks