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Strategies & Market Trends
Roger's 1998 Short Picks

An SI Board Since January 1998

Posts	SubjectMarks	Bans
18691	123	0

Emcee: Roger A. Babb	Type: Unmoderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
17466	>>As long as Dell continues to grow, the stock will make merry. But look	Cogito	-	2/16/1999
17465	Hey Larry, now that my supposition came true, is it still childish? Dell missed	John Rowton	-	2/16/1999
17464	I don't think Dell below $80 is on sale. Look at the once high-flying oil	Don Westermeyer	-	2/16/1999
17463	He is certainly the leading candidate.	stsimon	-	2/16/1999
17462	The election isn't being held today.	stsimon	-	2/16/1999
17461	Bob, There is quite a bit of volume in Dell trading after hours, not just the	Don Westermeyer	-	2/16/1999
17460	Don - Personally, I think Dell below 80 is on sale. That report looks pretty	Cogito	-	2/16/1999
17459	Barb, Dell has come in at below the lowered revenue estimate. Sadly I didn	Graeme Smith	-	2/16/1999
17458	Don et al, don't count your chickens ... Anything can happen after the con	Oeconomicus	-	2/16/1999
17457	Yup, Dell getting whacked hard in the after hours market, down $11. The media	Don Westermeyer	-	2/16/1999
17456	DELL trading below $80 after hours... Bloodbath. Rex	Rex Dwyer	-	2/16/1999
17455	<i> In short, I'm not certain that 1998 wasn't an aberration rat	Don Westermeyer	-	2/16/1999
17454	DELL: 31 cents, but "only" $5.17 billion revenue. 2:1 split. Bob PS	Oeconomicus	-	2/16/1999
17453	Don, In general that's true. The nice thing about DELL is that they'v	BelowTheCrowd	-	2/16/1999
17452	In most cases you can upgrade your BIOS to Y2K compliant for free. There are ot	Stefan	-	2/16/1999
17451	From what I understand is that the confusion from PC sales is that number of un	Don Westermeyer	-	2/16/1999
17450	Barb - I hadn't remembered that IDC report. I stand corrected. On the ot	Cogito	-	2/16/1999
17449	Re: DELL Barb, larry, Roger, and Bill W. Did you notice that during the Oct	Rex Dwyer	-	2/16/1999
17448	Allen, according to IDC PC sales revenue was negative for 1998. Barb	Mama Bear	-	2/16/1999
17447	Roger and everyone else-- I'm trying to find on the Web something that Blo	Mark L.	-	2/15/1999
17446	I suspect Y2K will probably keep some people buying replacement computers this	dfloydr	-	2/15/1999
17445	George Bush will be the Repub nominee. What do you think?	Victor Lazlo	-	2/15/1999
17444	<< The Republicans, ever adept at snatching defeat from the jaws of vict	Victor Lazlo	-	2/15/1999
17443	Barb - Did PC sales actually contract in 1998? I think what you mean is that	Cogito	-	2/15/1999
17442	Barb, First call at 0.27, DELL reported 0.28, and the real number was 0.278.	larry	-	2/15/1999

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