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


To: BDR who wrote (17622)3/5/1999 5:40:00 PM
From: Cogito  Read Replies (1) | Respond to of 18691
 
All -

Does anyone have any opinions on Dell as a short now, in view of the two developments this week?

First there was the opening of their new online computer superstore (www.gigabuys.com), and then the technology sharing agreement with IBM. I'd be interested in getting some reactions from the very savvy people here.

This thread always provides food for thought.

- Allen

PS: Oh, and the latest 2 for 1 split takes effect today, so come Monday, DELL will be trading somewhere in the forties.