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Politics : Ask Michael Burke

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To: CYC who wrote (66511)	8/20/1999 5:42:00 PM
From: Knighty Tin	Read Replies (1) of 132070

CYC, The PM has owned those fluff stocks for several years and has done very well. His definition of "value" is that he is being paid a small fortune and they are selling a lot of fund shares. The fact that the customers are not getting what they think they are getting is beside the point. <g> AOL has popped up and it could be time to take a little off the top again and hope for a buzz cut. I don't know when Gateway's funky accounting will catch up with them, only that it will some day and I will own some puts on that day. I was hoping the truly ignorant would take Dell back to its old high on it last mediocre numbers and slower sales growth, but somebody in that crowd must have taken a smart pill. Dell is doomed as soon as Compaq pulls the trigger (CPQ is also doomed, but there is no money to be made there). I suspect the new CEO has to prove he has some man juice pretty soon, so I'd buy at least a third on Dell on the next up day. BTW, I consider Dell a real co. that is just ridiculously overpriced. Gateway and AOL are POSs that only a bubble can create.

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