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To: jgideon who wrote (457)	2/3/1998 10:36:00 AM
From: Dale Baker	Read Replies (2) \| Respond to of 118717

I always kick myself for missing momentum flyers like DELL when they get hot, but I wouldn't go long before earnings. It will be one of the first to fall in a general market correction, judging by its past chart. It's a fair-weather vehicle. I'd be more comfortable going short just after some bad news somewhere. GEMS and KLIC performing well today, with SEBL easing off a bit, too. Big market day yesterday and TMBS held my portfolio back. Gonna stick with it, though. Worst case bottom is around 12, upside in the high teens. Have a good one and drop in whenever you can.