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To: Foad who wrote (13813)	5/14/1998 11:12:00 AM
From: Andrew Vance	Read Replies (1) \| Respond to of 17305

AV--There are certain things one does not discuss and there are phenomena one does not try to figure out. Such is the case for DELL. IF we listen to AMAT's CEO, he does not envision sustainable growth in the computer sector for the remainder of the year. Yet, we have not seen the negative follow through into the computer sector (with the exception of the disk drive guys). Yeah, HP is going to disappoint but it seems that IBM is picking up the slack today. DELL has a habit of going up, splitting, and going up. My opinion is not to tempt fate and ask why. This is and will always be a "vault" stock for me as long as it continues this trend. I have this stock charted and will formulate a plan once I see it plateau for 2-3 quarters or some compelling information comes to light that starts a massive downward trend. I really have no analysis on DELL. It, like a few other stocks, has a life of its own. We have left the days of the Big 3 Automakers, Oil Companies, and Fast Food Companies and moved on. INTC + MSFT + DELL = Modern Day life and the future for the whole world. (CPU, Software, Computers) I might add that as simple as this may seem, we are missing one more vital component that does not have clear leaders yet: Telecommunications and Information transfer. Who will be the leaders here, it may be too early to tell. MOT, Nokia, ERCY PAIR, LU, QCOM, Adtran, Westrell WCOM, T, SBC FTEL, NSCP, MCIC, etal.??? The data highway and its infrastructure will create the next round millionaires in the market if we jump on the correct bandwagon. However, the sector that ties all these things together under one umbrella is the semiconductor industry (equipment and manufacturers). Andrew BTW-Some risky PUTs and writing some covered CALLs are the only things I am contemplating doing with DELL as soon as some reversal looks imminent.