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Technology Stocks : Dell Technologies Inc.

DELL 128.46

+0.7%

10:19 AM EST

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To: McNabb Brothers who wrote (21587)	11/15/1997 3:29:00 AM
From: Paul van Wijk	Read Replies (1) of 176387

Hank & Hank >> I'll forsure watch CNN Headline News every 30 min.! It is too early for that. It will take a while before the action will start. And the impact on the stock-market will less than you expect. I think it will take a few weeks before the action finally starts, we will we see a bombing- campaign that will last a few weeks. And when the job is finished things we will back to normal. Then Sadam Hussein gets some airtime from CNN explaining that he won. (Sort of like you being happy when AOL is up $6 because it is a great chance to further increase your short-position.) Believe me, this whole Iraq-thing will be a non-event. The real tricky issues in the next 2 weeks will be Japan & South-Korea. Paul BTW I thought you would update me on CTXS on a daily basis, not only the down days. I think it is time to reevaluate your position on that one. Or at least sent an e-mail to McBabb and ask him if he really knows what he is doing. It hold up pretty well last weeks (up in a down-market), and the latest press-releases won't help you either. Don't forget that the Windows-NT-segment is really hot, and it will only get worse in the next few years. If you really want to be on the short-side there are better stock-picks.

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