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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Tim Luke who wrote (10703)	1/30/1999 4:10:00 PM
From: Murrey Walker	Read Replies (1) \| Respond to of 90042

Appreciate it. Been in DELL since Oct. Been in CSCo since Nov. Got a lot of profit on the table...just a little nervous, if you know what I mean.

To: Tim Luke who wrote (10703)	1/30/1999 4:54:00 PM
From: JSB	Respond to of 90042

Tim, I have played DELL a bit too, one thing concerns me though, If the powers that have moved MU are correct, it seems to me that DELL would get the short end of firming DRAM prices since they don't really inventory anything. If DELL's numbers are affected in any way because of higher parts prices, they could get hit pretty hard. One thing seems certain, though, either DELL or MU is on the wrong side of the theory. Regards, Jeff