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

To: craig crawford who wrote (11995)	7/24/1998 3:06:00 PM
From: larry	Read Replies (1) \| Respond to of 18691

Craig, Now the DELL correction is entering the last phase. The bears will get another piece of honey in the fall. But right now, they have dug themselves a bigger and wider hole. I picked up some really cheap DELL August 105 and 110 calls today and am ready to ride to baby high. Agree with you that CSCO is definitely a good play. NOW DELL & CSCO account for more than 60% of my portfolio. I will not sell all my Softie shares...... larry!

To: craig crawford who wrote (11995)	7/24/1998 8:42:00 PM
From: taxikid	Respond to of 18691

when millions of people stop drinking coke, and mcdonalds stops selling it, then maybe there will be a problem. you see coke is consumed.It is then replenished. why I have a few bottles here to replace the ones i finish this weekend. there is only one coke. andf every 7-11 has it! DELL is not coke. compaq and gateway make the same thing. coke clones may do the same job, but they can leave a bad taste in your mouth. taxi

To: craig crawford who wrote (11995)	7/26/1998 12:33:00 AM
From: Joey Two-Cents	Read Replies (2) \| Respond to of 18691

Chances are Coke will be around much longer than DELL. Also I love the taste of Coke but couldn't care less if my PC was a Compaq, Hewlett Packard, IBM or a Dell as long as I got the cheapest price. China to become world PC leader. nikkei.co.jp How is Mr. Dell going to outprice the Chinese who steal the technology and use slave labor to assemble unit? Can't wait to buy a $ 199 computer from those crafty Capitalist-Maoists Chinese.