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Politics : Ask Michael Burke

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To: Earlie who wrote (46915)	2/13/1999 1:13:00 PM
From: Mike da bear	Read Replies (3) of 132070

I"ll take the bet that it was a midnight phone call. Revenue numbers that specific smell of this to me How's this seniaro: You're Dell mgnt and know you'll have a revenue shortfall of X. You leak to an analyst that the shortfall is X+Y. Stock takes a bit of a hit when this is announced. Come Tuesday you announe earning w/ a revenue shortfall of X. On Weds stock surges since the shortfall wasn't as great as reported. This is what I'd do if I were Dell. Saying nothing and simply reporting a shortfall of X on Tuesday isn't as good a tactic because you won't be able to report any positive news within the next couple of days which could stem the stock price decline. If Dell drops furthur on Tue I might pick up some just for a quick trade (only hold until Wed afternoon). Thought? mdb edit... just read the artice posted by gbh.. I guess this isn't an original thought :(

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