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To: rupert1 who wrote (47449)2/9/1999 10:06:00 AM
From: rupert1  Read Replies (1) | Respond to of 97611
 
Why all the nervousness in DELL today? maybe Michael showed up drunk at the Goldman Sachs conference. I understand he speaks at 10 a.m. EST



To: rupert1 who wrote (47449)2/9/1999 10:21:00 AM
From: John Koligman  Respond to of 97611
 
Sorry Victor, I just don't follow the company closely enough to give you any idea on Altera. I did notice you mentioned Starbucks the other day, unlike Kenya (ggg) I'm addicted to their coffee! Don't own the stock, it has been a good performer over the long term, but it does tend to jump around quite a bit, usually every time they announce same store sales. I seem to recall that there has not been much consistency to these announcements over the past year or so, the stock has tanked on announcements perceived as 'below targets' last year, then jumped on the latest one.

Good luck,
John