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To: Lee Lichterman III who wrote (53597)9/23/1998 9:49:00 AM
From: Herring  Read Replies (1) | Respond to of 58727
 
LT PC market:

I heard an interesting comment from Marc Andresen (Netscape) in which he thought the PC market would become similar to the Cell phone market where companies are giving them away to get them to sign up with the internet and other services. I do not see this as implausible in the long haul. The money made in this business is going to be in services and not in the hardware. Of course this has nothing to do with wether DELL will make a pop. Just an interesting thought

Herring



To: Lee Lichterman III who wrote (53597)9/23/1998 11:17:00 AM
From: T.M.K.  Respond to of 58727
 
Thanks Lee,
I am planning to hold on for a bit and see the outcome of the PR.

I know it is risky but MR. G can make things very appealing if he says the right words..

Best regards
TMK
P.S. it is reaching for the 63 level right now..



To: Lee Lichterman III who wrote (53597)9/23/1998 11:21:00 AM
From: The Perfect Hedge  Read Replies (1) | Respond to of 58727
 
L3-are you getting back into IBM puts?It looks like it's trying to reach for 130 gain...

B