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To: Annette who wrote (4942)	2/12/1999 4:43:00 PM
From: BomboochaBoy	Read Replies (1) \| Respond to of 41369

Well, Annette, what a difference several hours can make... I've had this happen before, buying Dell only to watch it sink. This time, however, I didn't bail. And to think I was planning on daytrading Dell shortly. Now I'm holding. Here's something interesting from TheStreet.com. Final Word on Dell Credit Suisse First Boston analyst Michael Kwatinetz has watched the decline in Dell (DELL:Nasdaq) today and sees one thing: a buying opportunity. He went out on a limb in saying that Dell "will be trading higher" Wednesday than it is today after its earnings report comes out Tuesday. His comments follow cautionary words from BancBoston Robertson Stephens analyst Dan Niles that Dell revenue could be less than originally believed, with Niles slapping a three-month price target of $80 on the stock. "I would actually be a buyer today. When you have a call out there like you did today, expectations are more realistic than they were yesterday," Kwatinetz said. Kwatinetz said he did not have the same thought when the stock was trading at 110 earlier this month "and expectations were through the roof," but he does see some value at current prices. Dell was recently trading 10 5/8 lower at 91 1/4.