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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: John Rowton who wrote (17427)	2/13/1999 1:12:00 PM
From: larry	Respond to of 18691

I think that they will report something better than 5.2 BB, more likely 5.4 BB. DELL did begin to show signs of weakness after the last report. However, in order for this issue to tank, it requires at least another year. However, it's interesting to notice that if DELL were to tank, the Nasdaq would follow the suit. Only CSCO, and arguably AOL would cause similar effect. Not INTC. MSFT will NEVER disappoint. But if it did, we would see a 500+ point drop in Nasdaq in a hurry. The market does feel a bit topped out IMHO. good luck, larry!