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To: OLDTRADER who wrote (131666)	6/8/1999 11:09:00 AM
From: Yacht Trash	Read Replies (1) \| Respond to of 176387

WBM, These sock puppets and talking heads on CNBC are really starting to tick me off. Problem is, I don't think that they are going to let up on DELL for the balance of the year, IMO. Seems almost criminal. Best to you...Garry

To: OLDTRADER who wrote (131666)	6/8/1999 11:56:00 AM
From: stockman_scott	Read Replies (2) \| Respond to of 176387

DELL should hold a press conference and set the record straight on Y2K projections....Recently MSD and Mort have stated that Y2K will not impact sales or earnings in a major way...You and I heard Tom Meredith address this on the Merrill Lynch Conf. Call. I would TRUST him much more than some DLJ ANALysts. Today DLJ is still pounding the table on EMC, SUNW and GTW. And should we forget about DELL? I can understand concerns about CPQ and Y2K execution. Yet, I would expect DELL to admit a Y2K impact IF they felt it was real. So far DELL has remained bullish. Oh well, maybe DELL will address this issue at that wonderful Pain Webber Technology Conference <GG> !! Best Regards, Scott