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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: D. Swiss who wrote (110849)	3/22/1999 6:22:00 PM
From: yard_man	Respond to of 176387

Just because I am bearish on a specific stocks long term prospects and that stock doesn't go down, does not mean that I am constantly betting against it, DREW. I believe YHOO, AMZN and AOL have been overvalued for quite some time. I also have thought the same about DELL, but only recently purchased puts ... you would do well to look beyond DELL to what is happening in the entire industry. IM has more annual sales than your beloved DELL. CPQ is not a bit player. The list goes on and on ... ignore what is happening in the industry at large at your own peril. I have learned that stocks can run for a long time -- even when sales and profits are slowing. So what?? Just because a stock doesn't go down in price does not mean that it is a good investment on a risk adjusted basis compared to other investments. DELL is a good short NOW. The glory days of quickly accelerating margins and revenues for the PC biz is over for the forseeable future. This is a hard concept for DELLheads to grasp, but there sufficient info now to be able to make such a conclusive statement if one looks at PCs in general and not just DELL ... do yourself a flavor and sell on the next tout from MD -- probably one coming soon. This one's half-life will be considerably shorter than the last two ... Enjoy.