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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 (11426)	7/13/1998 2:16:00 PM
From: craig crawford	Respond to of 18691

>> 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 << So you expect DELL to miss their estimates? Or warn going forward? DELL CFO said he was comfortable with estimates for this quarter and EPS are estimated to be 46 vs. 29 cents last year. That's 59% growth assuming they only match estimates. >> Plus DELL is overvalued for current level of sales. << So what else is new? Not a good enough reason to go short.

To: Roger A. Babb who wrote (11426)	7/13/1998 2:27:00 PM
From: joe	Respond to of 18691

Dell will be the only ones who do well in selling in Asia. They've proved it once, and can easily do it again. It will be interesting to see if the market still gets the message. It is possible for companies to use the Asia Flu to their advantage. DELL will lead the way on this.