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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (54109)	4/1/1999 12:38:00 AM
From: RealMuLan	Read Replies (2) of 132070

Mike: I can't believe Abby Cohen can be this stupid! She actually used the post-split price and pre-split EPS valuation when she commented on Dell. exchange2000.com <<1) Abby Cohen NYT comment - I spoke with an embarassed Goldman analyst who admitted that Abby's comment regarding DELL's valuation relative to the market was INACCURATE! She used the then-current price (post-split) and an EPS estimate which had not been adjusted for the split -- THE VALUATION SHE WAS USING WAS ONLY HALF THE ACTUAL VALUATION (about 26x v. 52x FY00 Est EPS)! If you don't believe me, do the math yourself. The analyst said not to expect a retraction. Abby IS a BULL on DELL and DELL is on GS's Recommended List. I also tried to call the NYT to ask them to clarify, but callers get routed thru a message maze and never get to talk to anyone. >>

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