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


To: Bill Wexler who wrote (17433)2/14/1999 8:49:00 PM
From: Mama Bear  Read Replies (1) | Respond to of 18691
 
"I never gamble on the short term (and it is exactly that...gambling)"

Taking any position in the stock market is taking a calculated risk, IMO.

"I believe that it is just as foolish to bet against the long term growth of Dell right now. "

In my mind it is a gamble to hold DELL at 60 times book in a contracting PC market, in which the only segment showing significant growth is low end, which DELL doesn't do.

Barb