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To: Dale Baker who wrote (3072)	2/17/1999 1:34:00 AM
From: mchip	Read Replies (2) \| Respond to of 118717

1st time poster on your thread, long time reader! :-) I nibbled at some CPU also. DELL wow... I think we will have to watch the action after the open to tell. It's still a great company, and still growing, just not as fast. Overvalued.. sure, but to what extent? What would a 'fair' value be? $50 looks like a screaming buy, I don't think it will go that low though. I sold some DELL today, but am still sitting on some from years past. As a consumer I like DELL, we have switched from Compaq Servers and HP workstations and various laptops to DELL for most if not all over the past few years. Their product is top-notch and I don't see core spending switching. When ever people ask me what computer to buy I tell them to get what is on the back cover of the 'computer' mag, It's a dell for $2500, and a good deal. I'm not cheerleading. I just don't think the reduction in growth is as bad as it looks to the street.

To: Dale Baker who wrote (3072)	2/17/1999 6:54:00 AM
From: Mao II	Read Replies (1) \| Respond to of 118717

DB: DELL was attractive at 85 yesterday. Did I say that? Moi? I'm looking at it under 65 now. There's some other interesting price action going on. Did you catch YHOO? Big 1 mill+ block dumped at the close yesterday. Busted thru 50 day ma; hmmmm. clearstation.com AMZN also weak, now below 100 and 50 day. clearstation.com Will money continue to flow away from this area? Now with DELL slammed, another support of this market leg has been weakened. Where is the money going? AMAT very strong with a strong report yesterday. With a correction, this continues to be a key sector. Looking to bulk up within 60 days. M2