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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?

To: Ally who wrote (131)	3/13/1998 11:04:00 PM
From: Jason W. France	Read Replies (1) \| Respond to of 2578

Denise very clear thinking on your part that I totally agree with. we are all hear to learn and there are no right and wrong answers, only opinions I have no argument in the fact that Dell could drop by 30% tommorrow or next week or next month. I was hoping that this thread would provide a public forum to debate the pros and cons of investing in Dell over a longer horizon. Dell has a daytraders forum that I thought was for shorter time horizons, but I am kind of new here. Please advise!!! I would like to solicit some views on why Dell WILL NOT continue to grow revenues at 50% per year and thus continue to grow earnings at some meaningful rate that will allow the stock to continue to move up. I asked for anyone to post their top three reasons why they are bearish on Dell, (to be more precise, I will now say bearish long-term on Dell) Dave responded with some clear thinking which I gave my thoughts on. I'm hoping there are some more top three lists to come Thanks Jason

To: Ally who wrote (131)	3/15/1998 12:19:00 AM
From: Jorge	Respond to of 2578

Denise...although being a visitor I'm sure you have read many SI postings before...There have been a few die-hard bears in the past: Candlestick, McNabb Bros....They seem to have made money from time to time shorting DELL, but I'm pretty sure if they would have taken just one long position about two years ago, with the same amount of money they put down on their shorts, they would have made a Ton of money doing nothing but watching the stock go up and down, up and down, up and down....Shorting is what you do when a company is breaking down...like CPQ did about 5 months ago, not DELL...I would rather sell a long position and sit on the sidelines rather than short DELL....Just my two cents worth....George