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Lance:

I don't know if you saw it, but Tom lit into Dell a couple of months ago at http://www.fool.com/portfolios/RuleMaker/1999/RuleMaker990224.htm.

I came back at him for a week of columns with

http://www.fool.com/portfolios/RuleMaker/1999/RuleMaker990308.htm
http://www.fool.com/portfolios/RuleMaker/1999/RuleMaker990309.htm
http://www.fool.com/portfolios/RuleMaker/1999/RuleMaker990310.htm
http://www.fool.com/portfolios/RuleMaker/1999/RuleMaker990311.htm
http://www.fool.com/portfolios/RuleMaker/1999/RuleMaker990312.htm

At this point it appears that Dell is poised to come back from it "bad quarter" and continue to eat Compaq's lunch (rumor has it that Dell employees are literally sending empty lunch bags to Compaq, but that could just be an Internet fairy tale).

At any rate, whether or not Dell is really a Rule Maker, it's been a fabulous investment and I believe it will continue to be so.

Al
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