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

To: Don Westermeyer who wrote (17457)	2/16/1999 5:09:00 PM
From: Oeconomicus	Read Replies (1) \| Respond to of 18691

Don et al, don't count your chickens ... Anything can happen after the conference call. Then again, Instinet traders (cluck, cluck?) could be right for once. ;-) Bob

To: Don Westermeyer who wrote (17457)	2/16/1999 5:16:00 PM
From: Cogito	Read Replies (1) \| Respond to of 18691

Don - Personally, I think Dell below 80 is on sale. That report looks pretty good to me. Operating margins at 11.4% for the fourth quarter, revenue up 39% over the year ago quarter in the US, 40% in Europe and 30% in Asia. But it's all about expectations. I have a long position in Dell, established a while back, and I think I'll just hold on to it. One thing that looks bad is that split, though. I believe that the board could not have believed that the reaction to this earnings report would be negative, or they wouldn't have decided to split. It's quite possible that the decision to split was made a few weeks ago, when the stock was around 100. - Allen