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

To: Jim Patterson who wrote (38819)	4/23/1998 4:57:00 PM
From: Lee	Read Replies (1) \| Respond to of 176387

Jim P.,...Re:<<You make it sound as if the Bears only hold their short positions never wavering without regard to the market.>> Dear Grizzly, The words that are written here is what gives the impression above. You are constantly talking about a sea change in the business but we keep hearing more glowing reports on growth. How should I interpret this? Congratulations on covering the short. Being a supremely opportunistic trader, did you also go long for the ride up? Stop and reverse is a very difficult discipline. Regards, Lee

To: Jim Patterson who wrote (38819)	4/23/1998 7:24:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Jim, regardless of the market action today (I think its fair to say that it resembled some unmentionable in my litterbox) GTW is a great indication for what's in store for DELL when it reports. Since your prognostications of Dell were based on business issues such as declining demand and narrowing margins, I would think that you would rethink your conclusions in light of GTW's performance. I don't know which way the larger market will move. But I do know that shorting Dell on the basis of execution of its core strength -- JIT assembly and direct sales -- is a patent mistake. TTFN, CTC