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

To: larry who wrote (11550)	7/15/1998 2:49:00 PM
From: joe	Read Replies (1) \| Respond to of 18691

>>IF INTC can't tank DELL, certainly the shorters can't. << INTC is going through the roof. Strong indication that logic is taking 2nd place to something else. And it's been this way for a while and getting more intense. >>I thought that DELL would be hit by some light profit taking so that the dude will have a nice rest at 105.<< I thought so too, but obviously it's not. DELL is a money machine. These guys *know* how to make money. The E.Asia thing is to their advantage. It's a money managers dream stock. In this environment, you can't pay enough for the safety and consistent returns. The thing I need to check on: did the INTC or CPQ report give any indication to DELL PC demand? I seriously doubt it. But, I stil gotta check. If it looks OK. Then I will start thinking that your 130-135 prediction is not totally crazy. >>At least I don't like the idea of it closing above 110 by Friday.<< You sound like you got puts. Oh well, hopefully you got plenty of DELL profits to make up for it, and when DELL gets up to 120+ maybe you won't remember those puts<gg> Still, I just take it one day at a time. This market is loony. Maybe it's a lot of foreign money going into the market also...foreigners usually like bonds, but maybe their changing their tastes. good luck joe