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To: Lizzie Tudor who wrote (15171)	11/12/1998 5:04:00 PM
From: Gabor	Respond to of 27307

Dell is off 2 after market.More to come tomorrow,however in two weeks no one will remember. Regards Gabor

To: Lizzie Tudor who wrote (15171)	11/12/1998 5:10:00 PM
From: Smart Investor	Respond to of 27307

I hope we will have some big hits in the next couple of days for a couple of reasons. (1) It may enhance the chance that Fed will ease on the 17th. The current Net stock craze definitely is a negative for a rate ease if one remembers that Mr. Greenspan hates irrational exuberance. (2) I can buy more quality stocks like DELL, CSCO, INTC etc. cheap. I have a pile of cash to deploy. (3) I can close some of my Net short positions. So from my own point of view, a correction will be good. I have been positioning myself for this for the last week. However, it may not be good for everybody. In the long run, a correction is good, especially if it can enhance the chance of a rate ease.