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

To: BelowTheCrowd who wrote (11448)	7/14/1998 11:00:00 AM
From: joe	Respond to of 18691

>>Intel needs to do better than meet their number.<< OTH, INTC has been so beat up, that making numbers will be seen as a big improvement. Also, cc for future direction will be scrutinized - just as important if not more than making numbers. >>Doubly true for DELL.<< DELL will tag along with any good news from DELL and MSFT, and possibly even if their news is 'just mediocre'. DELL is business machine in it's own class, that can make $$ when others don't. Also, if CPQ does 'decent', this will be more fuel for the DELL fire. >>..DELL. They've got to exceed their number significantly or the stock will get killed.<< The market has a whole month to worry about that. That's a long time from now - lots of things can happen in between. I'm just looking at this week and next.