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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: KeepItSimple who wrote (111007)	3/23/1999 10:29:00 AM
From: GRANOLA	Read Replies (2) \| Respond to of 176387

KIS: this will be my last note to you as i am too busy to go back and forth...you mentioned you are short at 38+...my advice is now even a stronger COVER YOUR SHORT! I think you are crazy to keep it overnight unless you enjoy losing $$. it doesn't matter that ASPs are declining...THAT'S THE NATURE OF THE BUSINESS AND IT IS ALWAYS TRUE! The key to success for dell is staying ahead of the others and their business model,mgt,partnership with IBM, etc, will keep them growing faster than the competition, growing on the internet, and protecting their margins. if you don't agree, then we disagree. BUT THANK YOU FOR MENTIONING THAT YOU ARE SHORT SO THAT UNSUSPECTING INVESTORS READING YOUR NOTES CAN TAKE THEM FOR WHAT THEY ARE WORTH. cheer, GR

To: KeepItSimple who wrote (111007)	3/23/1999 10:40:00 AM
From: Dalin	Read Replies (2) \| Respond to of 176387

Re: btw, i am short 6000 shares at an average cost of 38 3/4 You sure don't have much room for bragging there bud! Dell will eat that up in a minute. Good luck! AETB D.

To: KeepItSimple who wrote (111007)	3/23/1999 11:24:00 AM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

Simple, have you taken the time to read the latest earnings report? If you did, where in the world did you come up with this piece of tripe: Dell's revenues and profits are shrinking quickly. It's one thing to come here and tell us you believe that in the future such and such will happen. It is quite another when you come here spewing misinformation. The FACT is that both revenues and earnings were up in the latest earnings report. The FACT is that the ASP for Dell is well over $2,000. The FACT is that Dell reported the best looking order pipeline in its history going into the first quarter. What FACTS do you have to support your contention? CTC