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

To: Pancho Villa who wrote (10327)	6/19/1998 2:05:00 PM
From: craig crawford	Respond to of 18691

Meaningless. Your going to have to do better than that.

To: Pancho Villa who wrote (10327)	6/19/1998 2:13:00 PM
From: Franco Battista	Read Replies (1) \| Respond to of 18691

OT: Pancho from what town are you from? I was born in Larino, provincia di Campobasso. So this makes us paesani! Dai Italia!!

To: Pancho Villa who wrote (10327)	6/19/1998 2:17:00 PM
From: BelowTheCrowd	Read Replies (1) \| Respond to of 18691

Pancho, And my point is that "the boss is selling" is fairly normal for high-growth tech stocks where "the boss" initially has all his net worth wrapped up in the company. Everybody in the business, including the likes of Gates, Grove, Ellison and McNeally have sold from time to time. It has always been a very poor predictor of future stock performance. More often than not, it has only been a good predictor of other investments: in homes, other startup companies, airplanes, etc. The challenge is to note when the selling becomes "unusually" high. That is to say, at a level or frequency which does not appear to be part of a normal diversification plan. I don't see that at Dell. It doesn't mean that the stock is overvalued, and doesn't mean that it isn't. Personally I think it is, and am looking for an appropriate short entry point. mg