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Politics : Ask Michael Burke

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To: Earlie who wrote (53221)	3/23/1999 7:13:00 PM
From: Michael Bakunin	Read Replies (2) of 132070

The current consensus appears to be somewhere between "I bought at the high and can't take the pain" to "load up on margin because you'll never see this price again". I like arguing with Bukun (BGR), though, so I keep dropping by. He currently thinks ASPs and margins have to come back because mpc and boxmakers won't be able to keep up with red ink. Somehow, the coming shakeout will be good for Dell. But the crazies are alive and well; take #reply-8481927 for example. Don't forget "Dell will crash and burn" types, drawn by a rusty blood odor.

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