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

To: craig crawford who wrote (11476)	7/14/1998 8:14:00 AM
From: craig crawford	Respond to of 18691

Compaq Says the Sub-$1,000 PC Is Now Its Most Profitable Model interactive.wsj.com (excerpt) In addition, Compaq benefits when component prices fall faster than selling prices, as they have recently. Mr. Schrock said Compaq is paying 42% less for home PC components now than it was a year ago. But the average selling price for a store-bought PC is down 18%, according to ZD Market Intelligence, a La Jolla, Calif., market-research firm.

To: craig crawford who wrote (11476)	7/14/1998 11:37:00 AM
From: Pancho Villa	Read Replies (1) \| Respond to of 18691

Craig, good posts on DELL. Even if the reality where any different from your views. The important thing is that IMO your views reflect the view of the majority. The name of the game is not guessing who the prettiest girl in the beauty contest is but picking the one the other judges think is the prettiest one. Until there is some clear indication that any or several of the points you make no longer holds, we will only see market related softness in DELL as we saw late may early June. Pancho