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To: Nancy who wrote (11852)	7/12/1998 7:33:00 PM
From: Jack T. Pearson	Read Replies (1) \| Respond to of 42787

Nancy, There are some important distinctions to understand here. We agree: Dell doesn't want to own a service-providing organization. But he DOES want to be integrated with one (or more). Ownership and integration are not the same. You wrote: "DELL doesn't see it necessary for it to provide service directly - that the service and product does not need to be integrated." I agree that Dell does not believe it necessary to provide service directly. I strongly disagree with your statement that Dell believes, . . . "that the service and product does not need to be integrated." Someone misinterpreted what Dell said. It wasn't me. If you read what Michael has said and written about virtual integration, it may become more clear. I think it important to be accurate in statements regarding Dell's business model. If you don't understand Dell's views on virtual integration, you don't understand the Dell business model. Jack

To: Nancy who wrote (11852)	7/12/1998 9:57:00 PM
From: Sonki	Read Replies (1) \| Respond to of 42787

hi, thanks for the ibd article. last friday, imnx @closing bid size 9 ask size 4. two exchanges vol on july 65 was very high compare to total oi. i.e. each was like 224 and 245 while total oi was 600. i think u r on to something. and december 80 costs 3.xx i.e. people expect to make 100 roi on their options would expect that stock should be 86. look at the target below: ha ha ha. Immunex (IMNX) 63 1/4 -1: Adams Harkness initiates coverage of developer of immune system therapeutics to treat cancer with "buy" with a year-end price target of $86; new management has transformed the company to one with impressive developmental ability and marketing expertise; expects company to lose $0.16 in FY98, but earn $0.57 in FY99 and $3.70 a share in FY02..... on aprail 28 Immunex Corp. (IMNX) 63 11/16 +1 7/16: Salomon Smith Barney upgrades biopharmaceutical concern from "outperform" to "buy"..... March 26, 1998 Janney Montgomery Scot Coverage was initiated with a HOLD rating based on valuation. The 1998 and 1999 EPS estimates were projected at ($0.67) and $0.35, respectively. The company is poised to make the transition to a profitable, product-driven biotech company with the application to the FDA for approval of its rheumatoid arthritis drug, Enbrel, expected in the second quarter. Pending FDA approval, it is possible that the launch of the drug could take place before the end of the year.'