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To: rudedog who wrote (158469)7/12/2000 1:40:41 PM
From: kemble s. matter  Respond to of 176387
 
Rudedog,
Hi!!

RE:

Kemble - re: 58 - I would expect that any run to the mid-50s will be greeted with selling by those who bought in recently in the 50s. I don't see any reason for it to go outside of the current range (mid-40s to mid-50s) until earnings... why do you think it would go higher?

Well, a number of reasons...GTW perhaps tomorrow...
CPQ seems to be doing OK so far...Cappellas hasn't made any negative comments..
And, as usual I believe DELL is doing well...Very well...Comments by Vanderslice, Collis, Michael, Schneider, etc. are all comments I believe are in the "above estimate range"...
Also, I trust your source(or at least you do :o).. ) with regards to the storage/server news that you mentioned...It kinda fits with the news from WEBHOSTING with regards to the 6,000 additional customers since last quarter...
And, isn't the second half of the year close yet?

Best, Kemble



To: rudedog who wrote (158469)7/12/2000 2:53:43 PM
From: Yaacov  Read Replies (1) | Respond to of 176387
 
hello rudedog,

Do we finally have the summer rally or there are some good news about economy?

Thanks

Yaacov