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

To: Jim Patterson who wrote (43165)	5/19/1998 10:21:00 AM
From: T L Comiskey	Respond to of 176387

Why worry Jim it will go up ... then down ... then up ... sort of like its past history....tim

To: Jim Patterson who wrote (43165)	5/19/1998 10:22:00 AM
From: K. M. Strickler	Respond to of 176387

JP, Were you worried when DELL dropped from 98 1/4 on 5/13/98 to 90 on 5/15/98, or was that expected? Isn't the gain from 90 on 5/15/98 to 97 (currently) still down 1 1/4 from the 5/13/98 high? And this 'worries' you? WHY? Regards, Ken

To: Jim Patterson who wrote (43165)	5/19/1998 10:27:00 AM
From: Lee	Read Replies (1) \| Respond to of 176387

Morning Jim P.,..Re:<<As a short, seeing the stock run 9% in the 2 days before the report..>> I wouldn't worry too much since some of the 9% could be traders playing earnings. But then again, if Dell blows away consensus estimates, there may very well be lots more Mom and Pop, hold it to the grave, type investors coming in. Or maybe that's who is buying now and you really do need to be worried. I'm not worried since I'm not trading Dell and since the fundamentals of the industry, and Dell specifically, haven't changed significantly. IMHO Regards, Lee

To: Jim Patterson who wrote (43165)	5/19/1998 10:29:00 AM
From: Jeff Jackson	Respond to of 176387

I just sank the rest of my cash into more DELL. Heaven help us all... YOU HAVE BEEN WARNED. :-) Jeff

To: Jim Patterson who wrote (43165)	5/19/1998 10:31:00 AM
From: Sr K	Respond to of 176387

I'm wondering how many paired puts/calls they sold/bought during the quarter. Anything more than 200,000 (20 million shares) would be positive IMO. The more the better, and the higher the put exercise price(s) the more we'll know about management's expectations.