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Politics : Ask Michael Burke

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To: Earlie who wrote (47718)	2/17/1999 10:27:00 PM
From: Knighty Tin	Read Replies (1) of 132070

Earlie, Couldn't agree more. It is not like Dell at 79 times eps is a bargain. <g> I liked the mid single digits revenue growth which they will achieve by "risking margins." Arghhhhh! Also, the mid single digit number is forecast when they have already received a large one time order for this quarter. Even the dumbest analysts were surprised by that one. "If you just received a huge one time order, how can revenues only be up mid single digits?" Dell did a little dance and I think most of the dummies bought it. But did anyone wonder what that says about sustainable growth in the future. The two funniest parts. "You should think mid single digit sequential revenue growth is great." Excuse me for not thinking that way, Mr. Merry Death, Sir. <g> And, of course, things will be infinitely better two quarters out. This is the historically slow period over the next two quarters. Uh, the Dell gullibulls just told me that the quarter just reported was the weak one, seasonally. What a co. Only one strong quarter a year. <g> But not to worry. We have achieved nirvana. We have declared a stock split. <BG> MB

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