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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 (12401)	8/5/1998 3:37:00 AM
From: craig crawford	Read Replies (1) \| Respond to of 18691

>> DELL also looks high to me. << Hehehe...for a reason! DELL is going to handily beat estimates again and provide a strong outlook for the rest of the year. They are simply untouchable. There is a reason why DELL is only down 10% while the avg Nasdaq stock is down 35% and the Nasdaq as a whole is down 12%. It's not just about liquidity either. INTC is pretty damn liquid if you ask me, but it hasn't made new highs for a couple of years, so the market isn't just throwing money at big name tech. It is flowing into the winners, and DELL is a WINNER---not a loser. I've still got 25% cash and if stocks like C$CO, DELL, AOL, etc. go on sale tomorrow I'm going to spend it all.

To: Roger A. Babb who wrote (12401)	8/5/1998 9:04:00 AM
From: Hank	Read Replies (4) \| Respond to of 18691

Roger, Any views on CPQ at this point? I am long this one and had hoped to get 35 out of it. However, the market is looking so bad right now it seems to have aborted CPQ's latest rally. Frankly, I am praying for a rally this week to sell into so I can dump most of my long positions and concentrate on shorting. I am 100% convinced now that we are in a bear market that will real ugly from here on out. Hank