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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (54479)	4/4/1999 1:03:00 PM
From: Knighty Tin	Read Replies (2) of 132070

To All, Predictive synopsis of Mikey Dell's presentation to analysts next week: Dell says that the co. is hitting on all cylinders and is growing at many times the negative rate of the rest of the industry. <g> However, he is nonplussed by the fact that he has been so brilliant in the past that the current quarter may only appear to be outstanding instead of brilliant, in comparison. He asks analysts to realize that the new lower growth rates are terrific. Also, he mentions that Dell is now in the sub-$1000 PC area which they would never enter. He asks analysts to learn to love the lower growth rates and stack them up against the official pe ratios supplied by Abby Jo. If they do so, the stock can hold up long enough for Mikey and his gang to unload many million more shares on the suckers. The meeting ends with a standing ovation for Der Furhrer. Analysts report that Dell is growing like a week and buy, buy, buy. Some non-Wall street types note that Dell called for slower revenue growth and lower margins and that the stock sells at a huge pe ratio relative to its new, lower growth rate. They are stoned by peasants carrying pitchforks and torches. <g> MB

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