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

To: S. Chiang who wrote (42894)	5/18/1998 2:11:00 PM
From: Jim Patterson	Respond to of 176387

RE: "What if... and what if...", Jim, I don't blame you. There are lots of uncertainties in the stock market. That's why it's so challenging and fun to stay in the market. However, if you don't know how to justify which "what-ifs" are more realistic or more true than the others, then you don't belong to the market In todays market, when the justification comes, Stocks Gap + - 10%. There was no justification for the Solly SB upgrade of HWP. If that is the case, there was no justification for me to have shorted HWP looking for it to go down. My only reasoning was that ASP's for desktops are dropping rapidly, and I thought that might impact earnings and ultimately the stock negatively. I am a firm believer that DELL will have to adjust to the same changes in the PC market that the other box makers have made. Jim