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Strategies & Market Trends : Position Trading Forum -- Ignore unavailable to you. Want to Upgrade?

To: Olu Emuleomo who wrote (1854)	9/18/1998 1:17:00 PM
From: jmt	Read Replies (1) \| Respond to of 7247

Concerning Dell: I am a hard core Fundamental analyst. And I would state there is no empirical evidence to prove TA works better. That being said, I shorted Yahoo a short while last year, and got beaten up. Same thing I'd have done to Amazon if any shares would have been available. BUt with Dell I really don't get it. Commodity business with low margins and they only seem to improve. Now story is market share in servers, But the big boys are more organized (with deeper pockets). FWIW the party will be over soon, and all the cash used to buyback shares won't help weather the downturn. Short term TA - Long term fundamentals???? Good luck. jmt