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Politics : Ask Michael Burke

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To: Earlie who wrote (47320)	2/16/1999 6:12:00 AM
From: valueminded	Read Replies (1) of 132070

Earlie If you have Dell puts, you would be well advised to have cashed out on Friday. I believe that Dell will come in with a "surprisingly good quarter given the difficult environment" and will beat the "lowered estimate or wispered numbers" It appears based on all the "news - if you can call it that" that they are setting up to beat the numbers. ie Given the valuation (price/book of 50) price/earnings of 96 etc, they are doing a AG, "setting up a soft landing" You see, whisper numbers go both ways, and now, I believe they have lowered the "whisper numbers" sufficiently that there is no danger of missing them. Just my opinion of course.

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