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Technology Stocks : DELL TA ONLY -- Ignore unavailable to you. Want to Upgrade?

To: Rob L. who wrote (149)11/25/1998 11:48:00 AM
From: Spaw  Read Replies (1) | Respond to of 202
 
Rob,
You are probably right on Dell, but I lost my patience this morning and dumped my calls. If the stock can't move up in this environment, it IS weakened near term.

--spaw--



To: Rob L. who wrote (149)11/25/1998 12:43:00 PM
From: RealMuLan  Respond to of 202
 
OT: << I look for dell to regain that strength once the holiday numbers start coming out. >>

Don't hold your breath about the holiday numbers from Dell. The rumor is they just cancelled order from INTC, and moved to AMD. That means they are REALLY FORCED into Joe-six-pack ordinary consumer PC market. But are they a little bit too late? I leave the answer to you. Not to mention the over-squeezed margin in this line.


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