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

To: Venkie who wrote (624)	5/13/1998 7:36:00 PM
From: Moominoid	Read Replies (1) \| Respond to of 2578

How short are you.. It looks real bad. Lets say my long position in AAPL is 22.5 times bigger in number of shares than my short position in DELL. I have long postions also in CMB, GNK, KELYA, NSM, and in Australian shares: Colonial, Telstra, AAPT, and in three Aussie mutual funds, plus lots of cash.... Yes I have lost money on DELL but I am still making a nice return for the month on my investments. MSFT was pretty easy to work out compared to DELL. In my valuation model DELL is now more overvalued than MSFT which is quite a feat.