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

To: Tommaso who wrote (39278)	12/13/1998 8:51:00 PM
From: Ramsey Su	Read Replies (1) \| Respond to of 132070

Tommaso, actually, of all the boxmakers that I will short, DELL is not high on my list. Reason being that they are doing $10M a day on the internet. What is to prevent them from being a competitor of any of the .com companies? DELL.COM instead of DELL can trade at 300 within a day or two. CPQ and GTW are on my watch list. HWP is also high on my list because I think together with MOT, they are the worst managed tech giants in recent years. Regardless of which company to short, it is more important to figure out WHEN? Ramsey