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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Tim Luke who wrote (19260)	3/23/1999 7:16:00 PM
From: Dolfan	Read Replies (1) \| Respond to of 90042

Tim, how do you feel about Cabletron Systems? Could it be the next play like Fore? Announcing Layoffs and restructuring. Also outsourcing it's manufacturing unit? --Mark

To: Tim Luke who wrote (19260)	3/23/1999 7:25:00 PM
From: Devil's Advocate	Respond to of 90042

Not in FORE. Wish you luck and all the others who are holding. It's a great feeling when you finally get the news of the buyout and see the stock rocket. I had this feeling with XYLN. Bought some PCCC today and looking to buy a lot more if they miss earnings. Company will issue a statement in 1 or 2 weeks regarding Q1. Will see. This is a solid company with ridiculous PE. All the doom and gloom regarding the PC industry will pass. Earnings miss will provide a great buying opportunity on those stocks. DELL will have a rough 3 months ahead, IMHO. Growth is slowing from 50% to 33%. Fund managers already know it and are getting out. When they are done, it will be time to get in. DELL is still a fantastic company and will be a dominant player in e-commerce. I hate to be without shares but I have to, for now. PAIR is a rock solid place to park money during the storm. Will not go much lower. If they miss earnings, I will be happy to add to my position. Waiting for something to happen...