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Politics : Ask Michael Burke

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To: yard_man who wrote (48298)	2/22/1999 3:42:00 PM
From: JRI	Read Replies (1) of 132070

tippet...I am not taking this thing seriously, so no worries...didn't mean the "sucker punch"..... I did not post to you to start some extended debate..just to answer you Acampora "ho ho ho" post (look, let's face it, for every Acampora there is a Biggs...both who have alternatively looked smart and foolish at times)...mostly foolish..... You best chance to unload your May 70's will come in the next two weeks..Dell's typical run-to-earnings trading program will not be breeched...too easy money for traders......and the bar is set even lower this quarter (for success)..you honestly believe their y-o-y rev. is going to be 38% next quarter (again)...Try 45%...and, because of the reversal (of the seasonally effect that so many bears refuse to recognize in 4Q's data)...IDC's numbers are going to show enormous market share gains for Dell in the coming Q1......these numbers will be coming out in late April...you won't want to be holding your puts at that time.... You would have been better off waiting one more quarter with your strategy....Regardless, good luck....no further interest on my end here..... BTW- When Greenspan reiterates the Goldilocks scenario, all longs benefit...so I'd say that is very relevant to Dell...

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