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To: Robert Graham who wrote (9053)	5/29/1998 12:13:00 PM
From: Chris	Read Replies (1) \| Respond to of 42787

txn is tanking.. good short.

To: Robert Graham who wrote (9053)	6/1/1998 12:23:00 AM
From: Nancy	Respond to of 42787

Bob, DELL is not and will never be, in the same class as MSFT for very obvious reason. As comparing to CPQ, DELL has executed far better than CPQ in its 9 years history as a public company. INTC has unfortunately become the very "mature" company that doesn't grow anymore - its previous business model that propell its growth (keeps building faster chips ahead of its rivals) is not working now - how fast a machine one needs ? and how much should one pays ? P.S. here in Texas, DELL & CPQ are 2 companies that are mentioned a lot in local media and lots of interesting things are not well known outside the state. CPQ had a metoric rise and then crashed and burnt, its founder being ousted etc. there was a stretched period CPQ was really down in the dump. on the otherhand, DELL seemed to be able to pulled itself out from trouble very quick each time it goofed up. In 1993, DELL almost ran out of cash because it has uncontrolled growth - that is when Michael Dell realized he needed expert outside helps and he got them.

To: Robert Graham who wrote (9053)	6/3/1998 4:32:00 PM
From: sean sanders	Read Replies (1) \| Respond to of 42787

Robert, Just reading your post on "two different types of growth stocks". Question for you... Do you remember when Iomega couldn't go wrong? I think it was sometime in 96 just kept going up etc... and PE kept flying real high also... then the bubble burst and it sunk back to a 'resonable level'... Do you you consider Dell's price movement with the likes of IOM and do you suggest that perhaps DELL might take a big plunge (like IOM or IOMG (what it used to be called) once the speculators get scared out of the stock? Sean Sanders