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To: Mao II who wrote (3030)	2/15/1999 12:36:00 PM
From: Dale Baker	Respond to of 118717

Here's one for the "well, maybe" department: look at a 2-year chart for DELL and note every time it has retraced 20%. Almost every time it recovered within 2- 4 weeks and moved up again. The one exception was the crash last October where it eventually fell another 20% before recovering - but it ALWAYS came back. Will this time be different? On the one hand, the market may be genuinely tired of nosebleed PE's. But institutions will still buy the top S&P 500 tech stocks, so DELL is a must for many, many funds. Thinking about this one as DELL earnings approach Tuesday evening...

To: Mao II who wrote (3030)	2/15/1999 1:05:00 PM
From: Dale Baker	Read Replies (1) \| Respond to of 118717

Hey, we're up to #11 on the Hot List. Think we should plan our IPO yet? I think 12 million shares outstanding would be nice, 5 each with 2 million initially priced at $13 - 15 and an opening around $35. We could drop a few hundred K of our own shares in the IPO just to be generous and cover the over-allotment....as long as we have some sweet low-priced options in our compensation package to replace them. I think a strike around $4 would be fair. Who's to stop us? Know anybody at Goldman Sachs?