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To: isdsms who wrote (61647)	5/19/1999 12:16:00 PM
From: DRRISK	Respond to of 97611

Ira, My point exactly what a great vision. DrRisk

To: isdsms who wrote (61647)	5/19/1999 12:17:00 PM
From: rupert1	Respond to of 97611

This is the paradigm shift in a stocks's perception that I mentioned in an earlier post. From the DELL thread: To: Lucretius Taurus (126761 ) From: LONGonDELL Wednesday, May 19 1999 11:42AM ET Reply # of 126807 I believe that DELL's price remains rich, but not unsustainable at these levels. Yet, I am not a buyer, nor do I see increasing my shares in the foreseeable future. I still love DELL, because it made me a BUNDLE. Nevertheless, this stock is in a maturing phase, and the multiple should contract, IMHO. DELL is now part of my portfolio, and not my portfolio. Regards, LONGonDELL