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To: Wally Mastroly who wrote (11460)	1/27/2000 10:53:00 AM
From: Wally Mastroly	Respond to of 15132

Ian, Abby-baby still upbeat: Cohen still upbeat on U.S.Strong, if less robust, growth predicted; world economy seen tied to U.S. cnnfn.com - P.S. - DELL price holding up fairly well this AM. Analysts issuing 'positive' buy-type statements. I was hoping for a better buying opportunity <G>.

To: Wally Mastroly who wrote (11460)	1/27/2000 11:08:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 15132

Wally, I still have my partial DELL position. I haven't added to it. It's been the worst performing boxmaker recently outperformed by GTW, AAPL and CPQ. It will probably do well going forward, but there are so many better opportunities. I suspect that my recent B2B addition, CBLT will outperform DELL substantially this year. My recent Biotech additions has already left DELL in its dust (MRVT, ALXN). Unfortunately I tried to scalp $1.50 on ALXN and had the shares called from me. I haven't sold my DELL, but I very well may do so this year. Best wishes, Ian.