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To: drsvelte who wrote (10318)	10/19/1999 12:02:00 PM
From: drsvelte	Respond to of 14427

Peregrine Sytems Inc. (PRGN) 41 15/16 +2: Josephthal initiates coverage of infrastructure management application software company with a "strong buy" rating and added it to their "focus list".....

To: drsvelte who wrote (10318)	10/19/1999 1:22:00 PM
From: SJS	Read Replies (1) \| Respond to of 14427

Nice trade. TXCC and TER report after the close today. So does MSFT. I don't get the DRAM thing. There is NO WAY that DELL is going to shortsize the memory footprint on these boxes because they can't get memory to hold the current box advertised/committed price. Today's applications and operating systems won't tolerate reductions in memory. Either people are going to pay up for more memory, or not buy the computers. There is a real tug of war that has spilled over to analysts supporting their favorite companies. SSB fired a shot a MU in support of DELL this morning. It's not just memory that has provided upside pricing pressure/restraint for DELL. Other chips and other parts will do the same, although you haven't heard much about this. The visible part of the iceberg is MEMORY, right now. I don't see MU falling LT, especially if memory stays tight. I think SSB is saying that memory is more elastic than once thought. I disagree. Companies will upgrade the memory if they have to, at a small additional cost. Steve TER and TXCC both had nice reversals today.