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To: Catcher who wrote (71742)	1/20/1999 11:17:00 PM
From: Neal davidson	Respond to of 186894

We are all hoping for additional appreciation. You said "thoughts anyone." Do you have any wildly partisan political comments you would like to add? If you post them, you are sure to get some thoughts.

To: Catcher who wrote (71742)	1/21/1999 8:11:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 186894

>>also thinking of switching to 100% dell for Feb earnings release...thinking if msft/intc up strong--their stuff is inside dell. Catcher, It's so obvious that I'm amazed dell hasn't made a run to the 90s already. I loaded more dell onto my wagon yesterday, and it now represents 35% of my portfolio. Intc and msft, which I've held long term, are less volatile than dell, probably due to institutional ownership and float size. Dell has been building up for an explosion since its last earnings report was disrespected by the street. Frank btw, the dell thread is a religion <g>.