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To: Impristine who wrote (19589)	2/1/1999 7:53:00 PM
From: The_Guru_00	Read Replies (2) \| Respond to of 27307

I figured I would send up this trial balloon on this thread, as opposed to the Dell thread, because I don't want to have all of that bullish backlash in my inbox. Anyway (and happy girl I hope you are listening), my insatiable appetite to be short has migrated to Dell. This is not unfamiliar territory for my. In fact, somehow I managed to make some good dough back in October 97 and in the mini-crash in October 98 with some puts. At 108 it is soooooo tasty. Can you say $140 billion for a box assembler. No competitive advantage other than scale and process (If a high school tech student can put a computer together, it can't be too hard - Intel and Microsoft hold the true advantage) Kinda like the commodity processor. Now don't get me wrong, Dell is wonderful, just not 75x-100x earnings wonderful. Consider a little tomorrow, see what happens, then jump on it if these guys smash the numbers and split the stock. YAHOO, Dell is running into the brick wall again. Guru.

To: Impristine who wrote (19589)	2/1/1999 8:02:00 PM
From: The_Guru_00	Read Replies (1) \| Respond to of 27307

Poetry.com indicted today on plagiarising their "books". Chief Poet, impristine, stated that that "Our books are all original, and our editors have signed off that all of our practices are in accordance with the English language" Shareholders took no comfort in these hollow words as the stock dropped 62%. Chief Poet impristine's net worth dropped to a paltry $132 million. Rumor that the shorts were all over this one. Those bastards are ruthless and un-American. Happy-girl has 48 hours to meet her margin call. Guru