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To: craig crawford who wrote (8283)	3/11/1998 1:58:00 PM
From: Oeconomicus	Read Replies (1) \| Respond to of 27307

Craig, that is an interesting deterioration in Dell. But the money doesn't seem to be flowing back to the 'net stocks this time. BTW, never thought you did do drugs (you brought up the purple haze). But maybe decaf would be a better choice to balance the Hendrix tunes and this manic market.<g> Good Fortune, Bob

To: craig crawford who wrote (8283)	3/11/1998 2:29:00 PM
From: RDH	Read Replies (1) \| Respond to of 27307

I don't own DELL, it is still a little high for me and you would be doing a favor if you can help drive down the price, but I wouldn't recommend shorting it. It has a very good business model and is implementing it beautifully. Stay with companies that have not shown a profit or that are headed for trouble. For example I have bought puts on Disney -- Pretty risky for me, but I believe it is going to run into trouble with.... well -- nevermind (you can see the DIS thread) -- but DELL -- it profits from the problems in ASIA by having lower manufacturing costs. Why does anyone buy YHOO at these levels when the can buy slightly overpriced DELL and at least have a company that is showing a profit. By the way YHOO is heading towards 83 now -- it will be interesting to see what happens at 80. - RDH.