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


To: put2rich who wrote (11423)7/13/1998 2:00:00 PM
From: Roger A. Babb  Read Replies (3) | Respond to of 18691
 
TD, I just now took profit on 50% of AMZN short and then shorted DELL. Given that all the PC component makers are reporting slower sales, I figure the box makers must also be slowing since they are the buyers of the components. Plus DELL is overvalued for current level of sales.