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

To: Wowzer who wrote (11465)	7/13/1998 11:42:00 PM
From: Tom Markowski	Respond to of 18691

Most likely Dell will push up to 130 as directors will vote on 3-1 stock split this week. Relative Strength is much too strong now to consider shorting at this stage. Unless Asia crashes. Tom

To: Wowzer who wrote (11465)	7/14/1998 6:21:00 AM
From: craig crawford	Read Replies (2) \| Respond to of 18691

>> Roger good luck with your Dell short. I agree that the stock is ridiculously overvalued given slowdown in PC sales, PC prices, Asian problems etc., << Yadda, yadda, yadda. Same old tired arguments. A) DELL has proven that a slowdown in PC sales has not affected them. Witness their 63% EPS gain last Q while other PC companies lost money or made very little. Like I said before, DELL earned more money last quarter than the PC earnings of CPQ, HWP, GTW, and IBM combined. B) DELL has shown with their increasing margins that falling PC prices have not affected them. Margins up last quarter. C) DELL has little Asian exposure and what exposure they do have grew at 35% last Q, while overall PC sales to the area declined. DELL benefits from the problems in Asia due to declining components prices. Is that the best you guys can come up with? I can give you the #1 reason not to short DELL right now. Michael Dell. Some people are just winners and shouldn't be bet against. Sometimes I wonder if you guys would short Michael Jordon.