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To: Thean who wrote (1250)	7/21/1998 9:29:00 PM
From: Lucretius	Read Replies (2) \| Respond to of 14427

They really hate me when I'm RIGHT!!!!!!!! (G) Why is it they always follow me onto other threads??? I guess they feel some type of twisted revenge complex is satisfied by insulting others on different threads??? or maybe they're just bored and like to read all my posts on other threads?? I didn't think I was that funny? (G) The CC was less positive than usual first of all. DELL's CFO sounded concerned about business (that's the best way I know how to describe it). Because DELL's business is based on build to order w/ no channel to retailers, a slow down will hit them SUDDENLY and VIOLENTLY. Additionally, their ASP has dropped.... AGAIN! The writing is on the wall w/ this POS. Start buying puts now. W/ a current mkt cap of 80 billion (total world-wide PC sales are only 130 billion) My favorite maker of plastic boxes w/ chips is headed for the high-flyer graveyard.

To: Thean who wrote (1250)	7/22/1998 2:03:00 AM
From: The Perfect Hedge	Respond to of 14427

Thean, I'm looking at Dell too but I'm thinking about calls.The only reason is earnings are due in about 2-3 weeks and a split is rumored and Dell is still going strong... I've got puts on Cientake a look at that one...Way overvalued and needs to fill the gap at 77...one of Mike Burke's favorite puts right now..Also look at GTW and NVLS and IBM(gap needs to be filled ) Beebs

To: Thean who wrote (1250)	7/22/1998 8:35:00 AM
From: SJS	Respond to of 14427

Thean, Comments on BOSA for a short. HUGE GAP up... and they beat earnings, too. Must fill?