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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (51007)3/9/1999 6:40:00 PM
From: Devil's Advocate  Read Replies (1) of 132070
 
Finally, you spit it out.

Michael, you're logic is interesting and that why I'm here to try to challenge it and see what can come out of it.

As you said, your logic is based partly on numbers and partly on guesswork. So, I cannot say you're right for sure but you could very well be. I would not be surprised if ASP went down more the unit sale in 1998. That's why I'll buy put on DELL well before next earnings season to protect my long position.

Thanks.
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