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Politics : Ask Michael Burke

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To: Earlie who wrote (51540)	3/13/1999 1:37:00 AM
From: JRI	Read Replies (1) of 132070

Hi Earlie...thanks for your lengthy response..sorry I havent had a chance to respond in-kind... Came up with a good idea (I think)...I am saving your post, and I plan to trot it out in a month or two when some of the issues /questions you raised should become more lucid (indisputably so?)...Bottom line: As a result of troubles in the PC arena, you are looking for some sort of major impact in Dell's stock price in the coming period/I do not agree (nor do I agree with some of your stated reasoning/data)..As opposed to playing point/counterpoint...it may be a bit easier for us to just to wait to see what happens and how the market reacts...That is good enough judge/jury for me.... (If either of us changes our opinion/portfolio in the meantime, we'll notify each other and why...) Fair enough?

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