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

To: Dale Baker who wrote (9389)	5/31/1998 10:44:00 AM
From: Pancho Villa	Read Replies (1) \| Respond to of 18691

Dale, this is one of the reasons I am short DELL. Have not looked at GTW numbers yet. Almost shorted it after it was added to the S&P and it hit 56+. At 45 it may still be a good shot will take a look. The only worry is their talk of entering the retail market (i.e., competing head on with CPQ) my guess is they are doing this because they are getting crushed by DELL, but the hype may help their stock stay up there. Pancho