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Technology Stocks : Mylex -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (1750)	12/23/1998 5:14:00 PM
From: Dougerdad	Read Replies (1) \| Respond to of 1820

One or two OEMs do not justify this runup. My guess is a buyout is underway, Intel makes the most sense, Intel's I20 RAID program has been a dog. Mylex technology and Intel sales channels would make a great strategic deal. I will hold this stock for the next few months, but I believe that it is ahead of itself. Dougerdad

To: E_K_S who wrote (1750)	12/31/1998 6:29:00 PM
From: Baker	Read Replies (1) \| Respond to of 1820

Eric, sorry it's taken so long to respond but I've been out of the country on vacation. Besides possibly getting HP business back the other options might be that Mylex has managed to get some of IBM's business back or they have come to some kind of agreement with Compaq either to keep the DEC account and/or possibly get some business from Compaq. However, like Dougerdad, I believe this stock has gotten ahead of itself and will pull back either shortly before or shortly after the Q4 results are announced. But I do believe that Mylex will beat the analysts estimates.