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


To: Patrick E.McDaniel who wrote (28828)1/29/1998 5:16:00 PM
From: Paul Merriwether  Read Replies (2) | Respond to of 176387
 
For better or for worse, I put my margin money left, into shorting
DELL today. I have had a good run lately with intel(intc) and Gemstar(gmstf).
While, I am still holding on to intc, I have sold this boxmaker @ a P.E. of 44 for a nice arbitrage.
Even if Dell has great earnings this quarter, its already valued so
richly that I am betting that it will at best stay at current levels.
Best of luck all(esp. the shorts).




To: Patrick E.McDaniel who wrote (28828)1/29/1998 6:23:00 PM
From: Paul Reuben  Read Replies (3) | Respond to of 176387
 
Of possible interest here:

"HP to Compaq: It Will Not Be Easy"

crn.com



To: Patrick E.McDaniel who wrote (28828)1/30/1998 10:26:00 AM
From: David Weis  Respond to of 176387
 
Pat ---

I suspect that you have a LOT to dance about --- I remember one of those investment ideas you pulled back in October or November.

*daw grins at you*

That was a VERY Good move on your part.....

David