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

To: Lee who wrote (121653)	5/2/1999 6:37:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 176387

Lee, Many thanks for updating / correcting my understanding / misunderstanding of GDP growth and CPI quality. I must have some bond trader genes or something. ;-) Re the last 4 quarter data series. Might that not reflect some seasonal or one time volatility in food and energy prices. i.e. Oil went from almost $10 a barrel to over $18. Food such as fresh fruit / vegetables during winter isn't known for being a bargain, etc. In any case, the DataQuest / IDC surveys indicate that Dell grew by 50% during the last quarter (ending March 31st). Dell has indicated that April has been a torrid month for growth. I think we're going to see some impressive performance during the next month. But I hope the bears take another $5 or so off the share price. I'd like to sell another round of PUTs. :-) Best wishes, Ian.