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To: M. Frank Greiffenstein who wrote (1794)	5/17/1999 1:26:00 PM
From: J. Arzente	Respond to of 3198

You're right on that account......as stated the DELL deal will add to the growth of future revenues and that is good for all longs

To: M. Frank Greiffenstein who wrote (1794)	5/17/1999 1:27:00 PM
From: Don P.	Respond to of 3198

Could be a daycare Doc.;-) DP

To: M. Frank Greiffenstein who wrote (1794)	5/17/1999 3:33:00 PM
From: fiberman	Respond to of 3198

A little sign of LIFE here, Doc.

To: M. Frank Greiffenstein who wrote (1794)	5/19/1999 2:02:00 AM
From: fiberman	Read Replies (1) \| Respond to of 3198

DELL does about $18M/Day from dell.com, which is 30% of the total sales. How many of these customers do you think will buy accessories through Gigabuy.com? what percentage will buy downloadable software from this accessory web site? The following is from briefing.com: Dell (DELL 44 1/16 +13/16) has become the Tom Hanks of the computer industry... Anything shy of an Academy Award type performance is considered disappointing... And unfortunately for Dell shareholders that's just how the market is viewing earnings report in which company met consensus forecasts of $0.16 on revenues of $5.52 bln... Stock down nearly 3 points in after hours trading... But Briefing.com encouraged by fact that Dell.com now accounts for 30% of total revenues... Also sticking with company growing at rates well in excess of market and industry... Growth investors should consider using news-related weakness to (re) enter long-side... Briefing.com 12-mo target 55-60.