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To: milo_morai who wrote (79312)	5/4/2002 10:31:54 AM
From: Dan3	Respond to of 275872

Re: Summary for this week. You should add in Dell. (down about 5.5%) Dell's getting hit hard by its put option sales. They lost $1.25 Billion last year, and are already under water this year for another $1 Billion. At the rate the stock's dropping they'll be out another $1.25 Billion in cash again this year. Last year they could easily afford it, but their working capital is now down around $400 million and they've had to let their accounts payable grow to preserve cash. Dell's options losses may provide an opening for a newly invigorated HPQ.