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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: D. Swiss who wrote (80370)	11/15/1998 3:09:00 PM
From: yard_man	Read Replies (1) \| Respond to of 176387

You will short them when they are getting ready to rebound them and nobody wants to buy them. Dogway can book the lease income as a sale. Without that program, pushing PCs on debt-strapped consumers, they'd be in deep stuff. The stock will be in the teens next year (with no splits). What's funny is such a change in sentiment is impossible to you technology bulls, but its happened many times before. Right now I've got no bets against the PC makers themselves, but starting to bet against the chippies. You buy all these at the top and see if you can get another double. I think you''l be disappointed. I think DELL will disappoint in the 1st or second quarter next year. It will be much tougher for them in the enterprise area than the PC arena. And don't forget, it is still about PCs for the most part. Two quarters from now their ASP is not going to stay flat at 2400 -- they simply can't sell enough servers. As you are probably one of the more intelligent bulls on the this thread, I would encourage you to have a price below which you will decide to lock in profits. If you have been sitting on shares for a while, you've got a hefty profit (congrats). Don't let the bull-oney eat too much of your profits before you get out.