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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Oeconomicus who wrote (9082)	5/21/1998 4:19:00 PM
From: craig crawford	Read Replies (1) \| Respond to of 18691

<< Forgive me for asking your assistance in understanding Dell's success >> I don't have the answer for you. Michael Dell is obviously a smart business man, what else do you want me to say? << Huh? How about if they probed for some insights into how Dell succeeds were others fail? Is that attacking? >> Well many of them have been stated over and over again. DELL has little east asian exposure, just in time inventory management, direct marketing, staying out of low-end PC's, benefit of dropping component prices, etc. They execute, what do you want me to say? << Forgive me for asking your assistance in understanding Dell's success >> Your guess is good as mine. << I thought you might want to share your insights that led to such bullishness. Perhaps you have none to share, but I won't bother asking again. >> Read the DELL thread, I have posted 20 messages there in the last few days. << I didn't realize that all you want to do here is announce your positions >> I was 5 for 5 trading today (sold XCIT for 7/16 gain) and covered my ZITL at the close (took 3 fills to do it between 8 5/8 and 8 3/4). I was feeling my oats, what can I say. Made back about 1/2 of what I lost from DELL trading today and got plenty of cash to work with for tomorrow. Also snuck a 1/4 point out of MSFT after holding that dog for 3 days. All in all I am fairly satisfied with today considering I overslept!