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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (43106)1/12/1999 9:34:00 PM
From: gbh  Read Replies (2) of 132070
 
I would say I expect Dell to be weak, but since they don't report until Feb, which means a warning won't occur until the end of this month, I am holding off on that one.

You're kidding, right? DELL seems to be in the midst of a break out, after a nice consolidation period. And holding above 80 today, in a terrible tech market was another sign of strength. And what about INTC's very strong quarter? DELL is exclusively an INTC house.

I think you would be well served to "hold off on this one". I think this freight train is again getting ready to leave the station.
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