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Technology Stocks : Dell Technologies Inc.

DELL 117.44

-1.6%

Nov 20 3:59 PM EST

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To: KeepItSimple who wrote (111007)	3/23/1999 10:29:00 AM
From: GRANOLA	Read Replies (2) of 176387

KIS: this will be my last note to you as i am too busy to go back and forth...you mentioned you are short at 38+...my advice is now even a stronger COVER YOUR SHORT! I think you are crazy to keep it overnight unless you enjoy losing $$. it doesn't matter that ASPs are declining...THAT'S THE NATURE OF THE BUSINESS AND IT IS ALWAYS TRUE! The key to success for dell is staying ahead of the others and their business model,mgt,partnership with IBM, etc, will keep them growing faster than the competition, growing on the internet, and protecting their margins. if you don't agree, then we disagree. BUT THANK YOU FOR MENTIONING THAT YOU ARE SHORT SO THAT UNSUSPECTING INVESTORS READING YOUR NOTES CAN TAKE THEM FOR WHAT THEY ARE WORTH. cheer, GR

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