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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 (11454)	7/13/1998 9:41:00 PM
From: larry	Read Replies (2) \| Respond to of 18691

Roger, I personally don't believe that DELL will be content as being a box maker. They have a top management team and the best business model available. Their other business practice will also pick up in the near future. However, I mentioned that I will very likely quit playing DELL as soon as they reach 100 billion market cap unless they have some significant changes in the fundamentals that will attract me. However, since issues like DELL and MSFT symbolize American dreams and are the epitomes of the bull market, people will keep buying it until their respective PE reaches a level that is not sustainable. However, as long as the bull market continues, I will continue buying MSFT, CSCO, LU, and of course, YHOO!. larry!