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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: RealMuLan who wrote (2087)	12/16/1998 7:17:00 PM
From: Electric	Read Replies (1) \| Respond to of 99985

I hate to interject on the DELL talk, but I have to..lol I read the WSJ article on Mikey and his capital project. I am very very impressed. In the past he has made some serious bank on things he has invested in... such as RMBS and two or three others. I think the guy is smart and it has no reflection on DELL computer. It is a business decision that he is making outside his CEO position. If anything it shows his intelligence and abilities. I only wish I were one of the people he selected to work with him. :} If that LP gets larger and incoroprates and goes public I would be all over it.. It explains why he has been selling shares, it is to fund the capital project. Mikey is one very smart man, I woudnt bet against him in any endeavor. DELL will continue to dominate, remember that it was killed after last earnings. The key for continued stock appreciation is in Feb when the next earnings come out. If margains dont return to levels we are accustomed to, then there will be problems. I doubt that will happen, and I would like to get in on any weakness. FWIW