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To: yard_man who wrote (37182)	8/10/1998 3:32:00 PM
From: Knighty Tin	Respond to of 53903

Tip, Jan, after the Xmas tout season, has been the best time to buy puts on the pc related stocks, but they have collapsed so often at other times that I wouldn't want to limit myself. The worst time has tended to be in March and April, when Golden Week shuts down fabs and the bulls call it a bottom, every year, <G> and in July, when the bulls see Xmas on the horizon. I think Dell has to have at least nominally good news, because they have been beating the drum about how wonderfully they are doing. I don't believe it, but the massaged numbers will probably "prove" it. MB