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

To: Marconi who wrote (9597)	6/3/1998 12:30:00 PM
From: Lazlo Pierce	Respond to of 18691

Marconi <<Dell's style of business can be learned elsewhere >> ************************** They've been saying that for the last 3 years! Simply put for any major boxmaker to totally change their business plan to emulate Dell's is well near impossible for many reasons. Also a newer company starting out with this plan would run into economy of scale problems and name recognition. It takes TIME to build a reputation. Dave

To: Marconi who wrote (9597)	6/3/1998 1:46:00 PM
From: larry	Read Replies (1) \| Respond to of 18691

Hi Marconi, I think that DELL is in a league of its own and as long as they show fast growth, people will continue to pour money into the issue. People like winners and DELL is the winner. The other issues (CPQ, IBM, HWP etc) failed to show substantial growth and they got punished to different degrees. I own both CPQ and DELL currently and I write covered calls on CPQ and trade DELL. DELL's trading pattern is extremely obvious. Rarely does this issue trade sidelines for long. Two days ago I called DELL at 77 1/2 a great buy. Certainly it's not a bad idea for a 8 point gain within two days. DELL will have its down days. But I am almost certain that it will reach 150 within 12 months. Call it ridiculous valuation or whatever you want. As long as DELL keeps growing, this is a winner. good luck, larry!