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To: jbn3 who wrote (58066)	8/13/1998 1:15:00 PM
From: Don Martini	Respond to of 176388

Right, Bachman!! All of the enthusiastic predictions on this thread can only influence a higher whisper number. We're cutting our own wrists! Don

To: jbn3 who wrote (58066)	8/13/1998 1:26:00 PM
From: Chuzzlewit	Respond to of 176388

Bachman, you have said very succinctly the point I have been trying to make: we raised the bar too high. Or, as Shakespeare put it, The fault, dear Brutus, is not in our stars, but in ourselves ... This is the point that both Jim Patterson and David Stern fail to grasp. TTFN, CTC

To: jbn3 who wrote (58066)	8/13/1998 2:11:00 PM
From: Graystone	Respond to of 176388

Speaking of the Net or SI uses Dell's don't they ? Dual processor 300MHZ Pentium II's I think. Let's hear it for Dell. I think Dell will surprise the street, it has been a good summer.

To: jbn3 who wrote (58066)	8/13/1998 3:09:00 PM
From: jim kelley	Read Replies (2) \| Respond to of 176388

Re: Expectations and sentiment It seems to me that if the shareholders and would be shareholders believed the high end of the whisper numbers and the split information DELL would have runup already in anticipation.. The fact that it is still south of 110 per share indicates to me that there is considerable uncertainty over the earnings and whether or not a split will take place immediately. This uncertainty has no doubt been exacerbated by the Asian situation. The " nervousness" on the thread seems to be largely concentrated in the day trading (momentum) subset of the thread. These folks have become increasingly risk adverse as is evidenced by the posts. I take the posts as sentiment indicators. I expect DELL to do very well but it does not have to happen over the next few days. How about a month or two for a run up?

To: jbn3 who wrote (58066)	8/13/1998 3:11:00 PM
From: tsyl	Respond to of 176388

If we, the public "set" whisper numbers... then I chamge my prediction to .46 and so should everyone else.

To: jbn3 who wrote (58066)	8/13/1998 7:22:00 PM
From: HORSESHOUTER	Read Replies (1) \| Respond to of 176388

"GREAT EXPECTATIONS",,,,,,,,,,,,, Check out the writings of Dr. Milton and Rose Friedman, founder of the "School of Rational Expectations", nobel laureate in Economics, Professor Emeritus University of Chicago etc. etc. "They" are watching us and though you may think "Patrick's Earning's Estimates" is a fun little game, many out there in the financial world are listening to this and other internet forums. The street CANNOT handle DISAPPOINTMENT and when expectations are raised too high, disappointment always follows.