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

To: Marq Spencer who wrote (2250)	11/3/1998 11:13:00 PM
From: Slide Rule	Read Replies (2) \| Respond to of 2578

Brian, mind explaining how you figure $36 (or 45%) ?? TIA

To: Marq Spencer who wrote (2250)	11/3/1998 11:18:00 PM
From: Jim Bautch	Respond to of 2578

Brian, Looks like a good short on the gap up in a.m. (thanks to Japan) Tico

To: Marq Spencer who wrote (2250)	11/4/1998 4:59:00 AM
From: Moominoid	Read Replies (1) \| Respond to of 2578

Well your diagnosis is exactly what I am finding. With DELL though I always add a big pinch of salt to any negative diagnosis and just play it day by day. The Globex S&P 500 futures is up 7.50 which is giving me second thoughts on my entire strategy. This whole thing seems to be running off the Barton Biggs statement on Japan but it doesn't seem to be contained to Japan. Here the Reserve Bank didn't cut rates (as I'd predicted) and the market plummeted, but as soon as Japan opened we went up to close the day up slightly.... David