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To: Paul Engel who wrote (48966)	2/27/1998 10:42:00 AM
From: Jim Patterson	Read Replies (3) \| Respond to of 186894

Paul, I am still Trading DELL on the short side. It is a very small Position. The stock could go to $200 and it won't really have an impact on my Portfolio. I find that if I take a small Pilot position, I have a tendency to keep up with the stock much better than getting out completely. It has not been fun, and I congratulate you on your Pick. As for CPQ, The stock is coming back. I have a larger position there. And it looks like of the two, I am weighted better than I could have been. BTW, if INTC has the problems we are talking about here, then DELL may see difficulties in the long run. Thank you for caring. Jim

To: Paul Engel who wrote (48966)	2/27/1998 1:23:00 PM
From: John Koligman	Read Replies (1) \| Respond to of 186894

Paul - Much to my chagrin, being a large owner of Compaq, I'd like to offer a small correction to your comments on the runups of Compaq and Dell. Dell - up 68 points since the fall Compaq - up 8 (pre-split) Compaq has unfortunately been a real dog and has trailed all the major techs during this rally. Dell looks like it will actually pass Compaq in market cap in the next day or two. Dell is now worth 50B, CPQ 51... John And Dell is 1/4 the size of the merged CPQ/DEC....