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Politics : Ask Michael Burke

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To: jim kelley who wrote (70680)	11/17/1999 6:07:00 PM
From: Knighty Tin	Read Replies (1) of 132070

Jim, I wasn't necessarily talking about Dell's accounting as much as their announcements of things like "Taiwan will not impact our supply because we are so important," followed a week later by, "eps are down due to the Taiwanese situation." They say whatever they can to boost the stock and let truth take the hindmost. Dell's revenue growth rate declining by 33% this year is no problem because the PE ratio is still the same, if not a bit higher. <g> And those receivables, Jim, those pesky receivables, has to make you wonder how much they stole from next quarter to scam the suckers this quarter.

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