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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Ramsey Su who wrote (39264)12/13/1998 8:44:00 PM
From: Tommaso  Read Replies (1) | Respond to of 132070
 
The obvious answer is, short DELL.

It's tripled over the last year and stands to lose the most by a total collapse in the computer market.

But am I going to do it? Only as an imaginary academic exercise. There is too much insanity out there.

After all, we are not even close to tulip bulbs or South Sea mania yet.



To: Ramsey Su who wrote (39264)12/14/1998 2:48:00 PM
From: Knighty Tin  Respond to of 132070
 
Ramsey, They are having a rough day today as a bit of reality has crept into the pc market. The Xmas lies have slowed to a trickle. But I expect a few more from MUEI, Gateway and Compaq, and if that gives us a pop, buy puts on CPQ, GTW and Dell. Dell will be the biggest winner when it hits the wall, which I expect to be sometime next year.

MB


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