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To: Gabriel008 who wrote (137452)	7/23/1999 9:01:00 AM
From: OLDTRADER	Read Replies (1) \| Respond to of 176387

RE:Gabriel-Thanks for that factoid-it's helpful-more power to those like you who really have the good stuff that's helpful.wbm

To: Gabriel008 who wrote (137452)	7/23/1999 11:15:00 AM
From: JRI	Read Replies (2) \| Respond to of 176387

Yes indeed, .17 or .18, that is the question....I have to believe .17 is the more likely option...would love to see the IDC numbers and find a way to squeeze out .175....of course, forward outlook (especially continuing Y2K) will be viewed critically. I reckon MD and TM will repeat the same mantra "overall flat to slightly up impact...some slowdown in corporate, accerlerated growth in gvt., small business, and (maybe) consumer... I don't know what strike prices you bought, but I reckon we will get back to the 44-45 level by earnings announcment (don't know if you are looking for more)....If we hit .18, I think we can bounce (and mostly stay) above 45...if we get .17 (and normal CC)...I think we will trade between 40-45 (maybe even dipping to high 30's if we get heavy market sell-off, correction) in the 1st half (of next quarter)..barring no further wierd news...Long-term, of course, the trend remains up.... Capellas (Compaq) appointment certainly not helping that stock...short-term, his appointment should allow Compaq to move quicker, given the ramp-up will be shorter..whether or not he has "it" in the long-run is certainly in (big) question...looks like he could be a bit of a stooge for Rosen... Let's see....Let's think about muni-fund managers: Do I entrust my money to MD or the "new guy" at Compaq...pretty hard to argue for the new guy, unless one is a bottom-fisher only..

To: Gabriel008 who wrote (137452)	7/24/1999 11:23:00 AM
From: D. Plen	Read Replies (1) \| Respond to of 176387

Gabriel, IDC numbers are come out on Saturday afternoon? We missed you at the DELL shareholder's meeting last week. It is truly a must-do for any serious DELL investor! One tip we got from the manager leading the Metric-12 tour, where they make the Optiplex platform computer, is that y-o-y production is up 25% in that plant. Can you post IDC numbers, when they come out. Looking forward to your Q-2 prediction too. Bonne chance avec vos options!!!! D. Plen