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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: PAL who wrote (82567)	11/28/1998 1:09:00 AM
From: Jock Hutchinson	Read Replies (7) \| Respond to of 176387

You are Right about one thing--the party is over on Dell stock price unless they do something. I sold my 60,000 shares today--shares that I have held since mid 1995. Turn out the lights gang. The Naz was up big time, and Dell was left gasping for air. It's now a great short.

To: PAL who wrote (82567)	11/28/1998 12:33:00 PM
From: B.J. Lee	Read Replies (1) \| Respond to of 176387

Hi Paul: I understand your frustration (and mine too) about the current DELL price despite of all hyper charging stock market. However, I disagree with you about sending e-mail to DELL about dellmart idea. I would like to see DELL price increase due to their prudent business growth. Dellmart idea is simply repackaging DELL's current business into internet flavor to ride the internet frenzy. No new business fundamentals there. DELL have more than $10M/day business over the internet and market knows this already, and I believe the current DELL's price fully factored in this fact. In fact, I will be really worried if DELL even considers to do this just to boost its stock price. It is a kind of stock price manipulation. I prefer not to see this. I believe that there is something that market knows, but we don't know. I don't know what is that either. But something is not right. I am also ready to lighten up my DELL. I will keep my core position of DELL, but I will unload about 50% of my position on any strength. This is very similar to CPQ's price movement since last year, and I am glad to get rid of my CPQ in early stage. Thanks. B.J.