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

To: McNabb Brothers who wrote (28105)	1/21/1998 3:09:00 PM
From: Paul van Wijk	Read Replies (2) \| Respond to of 176387

Hank, >> I will admit that DELL is a very risky short. Finally, I thought you would never post this phrase. I consider CTXS as a gamble-stock. It can go both ways. They are strongly dependent from what MSFT does. If MSFT screws them you win, but if not there is chance your in big trouble. Winframe, pICAsso but also Windows NT & thin clients are all very hot products. Remember pICAsso won some price at the Comdex. Although CTXS is not a strong & solid company I myself wouldn't take the risk to bet against all these hot new technologies that generating lots of cash at this moment. I also wouldn't be suprised if CTXS would announce a share buyback program, because I have no idea what else they should do with all the cash. AOL & Yahoo are both high-fliers, very high P/E. Like BAANF & NSCP. BAANF is trading a P/E above 100 for many years now. Last year it doubled again. There is always a chance AOL & Yahoo will do the same. But of course they can also go the same way as NSCP. But averaging up on high-growth stocks is risky IMO. I still thinks there are a lot of shorts out there with less risk. When we look at the PC sector it is quite obvious that every PC-stock except the big 3/4 is in trouble since the price-war started. These things happen after a period of strong growth in a sector (the network sector, DD-sector). As soon as there is oversupply you can expect a collapse of the sector. Only the strongest will survive (a guy named Darwin found out this). Play save and short the numbers 4 or 5 in these kind of sectors. (I don't mean the PC-sector, look for the sector where this will happen next). Just a wild ass guess from a former bear jr. Good luck my friend, Paul