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To: GRANOLA who wrote (79624)	11/13/1998 7:21:00 AM
From: Craig A	Respond to of 176387

Megan Hacket from S&P Equity Group on CNBC... ......"has lots of headroom going forward..12 month target 77-80" (thanks for the great Cramer letter!) Craig

To: GRANOLA who wrote (79624)	11/13/1998 7:22:00 AM
From: LindyBill	Read Replies (2) \| Respond to of 176387

I don't have to worry about taxes, (401), so I think I will sell this morning. I am going to clean out my Cisco position also. This will leave me in AOL only, and about 75% Cash. I figure: A: the market is getting silly, ie: the Earthweb IPO,Ebay, etc, B: strong possibility of the Fed leaving the interest rate where it is next week, which could cause a 10% slide, and C: Time of year, Tax selling etc. When I balance the above 3 points against any potential upside. It looks like a good time to be out, and wait for a buying opportunity. Can I outguess the Market? Hell, I don't know, but I am going to try!

To: GRANOLA who wrote (79624)	11/13/1998 7:25:00 AM
From: GRANOLA	Read Replies (1) \| Respond to of 176387

P.S. BTW, on a percentage basis, if DELL were to sell off in the next couple of weeks like it did after Q1 whisper # miss, it would go to roughly 57+, then rebound and make a new high within 6 weeks. Obviously if interest rates are cut Tues this will happen more quickly and, as I said, the stock has not trajectoried like it did in Jan-May (so I think it will not fall 20% like it did after that earnings report). The more I think about this the more I believe that it will stay above 60, and rebound rather quickly as new players get in... JMHO GR

To: GRANOLA who wrote (79624)	11/13/1998 7:26:00 AM
From: tsyl	Read Replies (1) \| Respond to of 176387

Lets all face facts... we are scrambling to find reasons for this stock to advance from $65 after hrs. I hope it runs up but dont expect that. Next Friday is options expiration .MM's want stock below $70 and $75 and dammit they will get their wish. The way the MM's managed this stock was awesome thing to watch. Hate 'em, but admire how well they operate.

To: GRANOLA who wrote (79624)	11/13/1998 7:51:00 AM
From: Dr. David Gleitman	Respond to of 176387

I guess one must take a contrarian view. David