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

To: Roger A. Babb who wrote (10613)	6/26/1998 10:15:00 AM
From: craig crawford	Respond to of 18691

>> Craig, looks like the Internet crazies have topped out. Interesting that aol,amzn, msft, dell all seem to be converging to a common price. Just shows that market is trading on price, no fundamentals. << Hey now, you leave my little DELL out of it! <g> There is a rational basis for it's price. It is trading at a forward PE of about 40, not too ridiculous considering DELL's 50-55% EPS gains over the last 5 years. The internets on the other hand are completely irrational. I don't quite understand why you lump them together. Interesting side note: I am told that Mr. Dell registered to sell 2,200 shares of AMZN yesterday.