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

To: Ally who wrote (143)	3/15/1998 4:00:00 AM
From: China Trader	Read Replies (1) \| Respond to of 2578

Denise, Calling me China Trader is o.k. I used this name for a purpose... first I didn't want to publicize my identity lest my colleagues could spot me easily... second, I'm planning to set up an investment company using this name, China Trader, in the future... so I wanted to establish my brand name early. I am with you on your analysis. I too have a stick on Dell's short side, and plan to stay with that on its downward fall, which I see as likely with all the reasons brought up in your post. I happen to be a math major, but my math gets rusty so I have no desire to pursue the share analysis. Rather I plan my strategy on how many more shorts I should get on the way down. I think Dell is well run financially. Buying stock on the way up is a good investment anyway. Also borrowing is good to allow their cash to find better use elsewhere, in view of low interest rate. But I don't feel that Dell is going to use their cash to buy other companies, as rumored in other posts. It would be interesting to see how the market unfolds in the next 60 days. I sincerely hope that the market takes a reasonable correction of 10-15 percent. The other alternative of market going up to 10,000 is scary for me, as that can create a bubble when the next fall would be too hard for people to bear, which can create a worldwide recession. Asia is already in a recession, including Japan, Korea, and South Asia. China is not that much behind if US falters. HK and Singapore are holding well but need US to hold up. So I am not really concerned with Dell going up or down. But I don't want to see US market go up too high. hui