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To: MeDroogies who wrote (25028)	6/2/1999 4:29:00 PM
From: Richard Habib	Read Replies (1) \| Respond to of 213176

So Dell is a dead company with 40+% top and bottom line growth, 96% growth in very high margin, high end servers and workstations and approaching #2 in worldwide PC units, and the most effcient model in the business. The point being made is that investors that disregard traditional PEG ratios do so at their peril. MeDroogies, you are one silly son of a gun.

To: MeDroogies who wrote (25028)	6/2/1999 4:35:00 PM
From: Mark Palmberg	Read Replies (1) \| Respond to of 213176

They can't believe that a dead company stole their lunch. It's noteworthy, I think, that Dell and Apple were two of the most prominent holdouts from the sub-$1K market. Dell got its ass kicked, while Apple came back from the dead. Lessons to be learned here? Do I hear anyone lamenting the loss of the Apple clones, who would almost certainly have been marketing $1,000 600Mhz clones by now? Didn't think so. The latest BusinessWeek shows why Apple may never die: When you get a bunch of zealots working together on a product they all love, and you start winning hardware design awards and creating software that is compelling and fun rather than merely functional, good things happen. I don't feel bad for Dell investors at all. Maybe you shouldn't fall in love with a stock, but I still think there's a hell of a lot to be said for using one's intuition to know what's right and wrong. I'm never going to have a 1,000% gain on my AAPL, but then I'm never going to have to use Windows, either. Fine with me. Mark