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


To: Bill Wexler who wrote (17471)2/17/1999 2:45:00 AM
From: Bill Wexler  Read Replies (2) | Respond to of 18691
 
On the other hand...

Fundamentals remain so good (both for Dell and the economy in general) and pessimism is rising so quickly, I'm beginning to wonder if we'll be surprised. This will be interesting to watch. One thing I'll do for certain, if I see extreme put buying in Dell and the other big techs then I'm going to start buying more Intel and AMAT in a hurry.