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Technology Stocks : Dell Technologies Inc.

DELL 127.80

+1.5%

Jan 2 9:30 AM EST

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To: McNabb Brothers who wrote (22104)	11/19/1997 3:10:00 PM
From: Paul van Wijk	Read Replies (1) of 176387

Hank & Hank, Looks like a flat day, today. At this moment it is hard to predict if you will be happy after the close "because your shorts did well" or "because your longs did well". (I will be happy after the close because Ajax will hammer MVV tonight). DDIM, great short, you only jumped in it way, way to early. In time and in price. This stock will rise sharply before it really starts falling. This one's "different" from ZITL. ZITL is a lousy company with a lousy product. DDIM's weak point is that it is a 100%-Y2k play. So they (probably) have a problem after 2000. Until that moment you can expect announcement after announcement of winning big contracts. Also the y2k-hype will strengthen the closer we come to the year 2000. And their earnings will grow like hell. Their 1998 P/E is about 10 at this moment. Hank, what on earth are you doing. Are you only in it now, so you can post many, many times that is was another great day to accumulate. Or am I missing something. ! Paul

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