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Politics : Idea Of The Day

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To: Jerry Olson who wrote (23542)	2/17/1999 10:31:00 AM
From: Michael Rich	Read Replies (2) of 50167

Jer, I think the boys have abandoned DELL for now. The spillover effect to other stocks should be limited. I have l/t positions in ORCL/AMAT/INTC and think they should be fine. DELL came back to test 50ema. It should test 200ema soon. I closed my DELL Feb puts. May get some March puts. BTW, the popular idea is to short internet stocks when things get shaky. It may not work out. The sector has been the leader and should continue to be. Take care.

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