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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Patrick E.McDaniel who wrote (29983)	2/17/1998 8:49:00 PM
From: K. M. Strickler	Read Replies (1) \| Respond to of 176387

Pat, Thanks for the link! You are so correct! If a madman were to get loose now with modern technology, the world as we know it would be devoid of life as we know it! Maybe we'd get to start over again? Maybe we'd do better, and live in 'harmony' with the earth! Maybe, but I doubt it! Ken

To: Patrick E.McDaniel who wrote (29983)	2/17/1998 9:27:00 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 176387

Earnings .74 diluted, 2-for-1. Having missed estimates by just two cents, Dell will not have to make any excuses, though business reporters will site sub $1000 machines, weakness overseas, and the "fully hedged" position with respect to foreign currencies--Dell not being less able to take advantage of falling component prices. Now before all you Dell bulls start flaming me, let me at least say that my guess is totally uninformed, it is a total crapshoot. I did get a few puts today, but I have no real conviction...I've watched MSFT, AOL, DELL soar up up and away and every time I thought this wacky market would top out, up they would go again. I am glad you are all getting rich on Dell--when you take your profits and end up paying more taxes than me, I will thank you again. Now having said that, I will try to at least defend the purchase of my puts--Dell machines cost too much! This bull market will end someday, and any straw could break the camel's back. Will it be poor Dell earnings? Why not. Everybody builds PC's and servers now--yes maybe Dells are really good, but... (to be continued--after earnings, when I'll be happy to eat crow, or gloat)