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To: billwot who wrote (22881)	2/25/1999 11:27:00 AM
From: Tony Viola	Read Replies (2) \| Respond to of 27012

Bill, >>>BTW-NAZ Futures +1550 as I type this.<<< Lot of good that did, huh? M&Ms turned the market south right after that: Merrill Lynch questioning Dell's future some more (you'd thing they'd let the Dell thing cool for a while) and Byron Wien of Morgan Stanley claiming the markets are overpriced and he's lightening up on stocks from about 90% to 85%. Who cares? So Merrill takes down the computer stocks, including Intel of course, and Morgan takes the rest. Merrill on Dell: margins will be tough to keep up, lot of competition, blah blah, but maintains accumulate rating. I will be so happy when these so called analysts are no longer listened to and out of business because we are all doing our own research right here. There, first rant of the day. Tony

To: billwot who wrote (22881)	2/25/1999 12:28:00 PM
From: Sonny McWilliams	Read Replies (2) \| Respond to of 27012

Hello billwot. The futures looked great early this morning but I guess the market did not like the announcement of the EMC stock split. It's kind of early to announce this anyway when they need approval from the stockholders in May. Anyhow, I can't see any other valid reason for the bad market today. gg. The bond market is the culprit today. Why? Only heaven knows for sure. All the explanations I have heard so far from the experts look like bunk to me. I don't think those guys know anymore then we do. Talk is that there is this possibility that Japan is still bringing their money home etc. Inflation is low, so who knows why the bond market is acting the way it does. We discussed Greenspan yesterday and I stay with my thought that A.G. kind of riled the bond market so he would not have to say much about stocks. BTW, Banks did not act earlier today as if THEY are worried about interest rates. I saw M. Dell on Public Television last night with Mr. Rose. M. Dell sounded pretty upbeat on Dell. Mr. Rose thought that the analysts look like they are putting the expectations of cos. too high at times. M. Dell said that they do not generally know exactly what the their business is doing at an exact time but he opined that analysts evidently were not happy that Dell grew at 3 1/2 times the rate of the industry. He said: I guess they wanted us to grow at 3.9 the rate. Our profits rose 55% and we are very happy with that. He is working on making the company the biggest thing in the industry. He opined that they have 9% of the business and have lots of room to grow. Just think where we will be if we go to 15% or more. I can't remember the exact number Mr. Dell used. He also said that they have the cheapest way of producing their cpts and intend to keep it that way. In other words, he said that Dell expects to keep ahead of the pack. So much for analysts who probably know better!!!! Hm. MER moved the techs again with their accumulate rating on Dell. I guess they don't have T.K. anymore to pounce on Intel. gg. There was another brokerage house that did some damage. The way those analysts and technicians are talking again, they could drive the market down further. I guess we will find out. I am sticking with MY high flyers under pressure. Sonny