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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Mike da bear who wrote (2322)2/5/1998 9:21:00 AM
From: Roger A. Babb  Read Replies (3) | Respond to of 18691
 
Mike, I am still short DELL with a small position, prepared to increase at market top. In the long run DELL will be priced based on the reality of its earnings, not analyst target prices.



To: Mike da bear who wrote (2322)2/6/1998 2:17:00 AM
From: Dan Ross  Respond to of 18691
 
our portfolio management class analyzed Dell in great depth....The DCF valuation we got was $105 based on rather aggresive growth assumptions...

CPQ appears to have some value right now....the acquisition is very strategic and will help the company tremendously...

NEWS ALERT!!!! Dan Ross causes 3 point slide in MU price!!! <g><g>....Read the post....Interesting PC numbers, DRAM price info., etc...
Message 3346279

Dan Ross


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