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Politics : Ask Michael Burke

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To: TRINDY who wrote (74665)	1/27/2000 2:05:00 PM
From: Eggolas Moria	Read Replies (2) of 132070

Hmm. . . I'm not quite sure I agree with the perverse reasoning comment as it relates to Fortuna. He was an early critic of Dell's quarter and had the stock at a 3:1, a clear signal to anyone listening to avoid it. He also said that he would be looking for a better entry point than the $50+/share it was trading at on 1/4/00 (date of his last report). Very clearly, he believes that the worst is behind the company and that the windows 2000 upgrade cycle in 2H will be significant. Note that his model has had 30% revenue growth assumptions (31.2%) for some time for this year. His total report is really quite interesting. If you want to disagree, you'll know precisely where.

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