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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?

To: Moominoid who wrote (1489)	8/12/1998 9:43:00 AM
From: Marq Spencer	Read Replies (1) \| Respond to of 2578

David, I agree with your fundamental reasoning. In fact, that is exactly why I've written naked calls on Dell twice in the last six weeks and made over 12 points. All I was trying to point out is that the time-period around earnings is a crazy one when stocks like Dell tend to do erratic things. I absolutely agree that the huge run-up can't be justified on fundamentals and will lead to a fairly severe correction. - Brian.