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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (43106)	1/12/1999 9:34:00 PM
From: gbh	Read Replies (2) \| Respond to of 132070

I would say I expect Dell to be weak, but since they don't report until Feb, which means a warning won't occur until the end of this month, I am holding off on that one. You're kidding, right? DELL seems to be in the midst of a break out, after a nice consolidation period. And holding above 80 today, in a terrible tech market was another sign of strength. And what about INTC's very strong quarter? DELL is exclusively an INTC house. I think you would be well served to "hold off on this one". I think this freight train is again getting ready to leave the station.

To: Knighty Tin who wrote (43106)	1/12/1999 10:29:00 PM
From: Don Lloyd	Read Replies (1) \| Respond to of 132070

MB (I am real happy with what I have now. Just about everything is a put candidate. ) Do I remember correctly that you have some LLTC Feb 45's? If so, with LLTC announcing a 2 for 1 split today, the distribution date is also Feb. option expiration day (2/19), leaving them just about at the money. (_If_ the stock is flat from here, if the distribution is before the close, and if you can refuse the split on the puts. -g-). It would seem that the stock would have to start running on fumes here pretty soon with a lot of company, even if business remains satisfactory. Regards, Don