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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (70776)	11/19/1999 3:57:00 PM
From: jim kelley	Read Replies (2) of 132070

Well I'm expecting DELL to take a dip in the next few weeks along with a lot of the other tech stocks, so there is opportunity for some profitable trades. Longer term, DELL should hit 55 or 60 by mid year as it overtakes CPQ, gets Y2k hysteria behind it, deals with the DRAM, RDRAM and LCD issues to improve margins, and launches new Win NT platforms. A bigger long term problem for DELL is how to scale its executive management team without losing control of the big picture. SUNW should take a dump after the split. By any relative measure it is way over extended. GTW may disappoint this quarter, due to the impact of component costs. People are investing in CPQ because they think "the drunk has hit bottom" and has no where to go but up. It also may disappoint in Q4 as they have a substantial exposure in the enterprise IT departments. Also, they are exposed to the component cost issues that they were able to avoid last quarter due to their calendar schedule.

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