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To: Lizzie Tudor who wrote (41595)	5/18/1999 7:16:00 PM
From: Bill F.	Read Replies (2) \| Respond to of 86076

i actually nailed this one pretty well,the dellheads forget that an extra penny is now 27mm in net income,so on a base of only 430 that starts to be alot.especially as asp/gross margins shrink.meredith/dell are in a box ,no pun intended.what can they do they have done a greatjob but it is a lousy business and they have a valuation that is absurd .they will miss next qtr for sure,only question is do they warn or just augur in.they are cooked, if it was only 30x earnings though i wouldnt be short it.