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Politics : Ask Michael Burke

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To: Michael Bakunin who wrote (55559)	4/11/1999 7:50:00 AM
From: Earlie	Read Replies (1) of 132070

MB: Dell owned up to the fact that the company would be forced to give up margins to maintain (or try to maintain) market share. Ouch! My own little "marker", which monitors elements relating to Dell's intake of certain key components, suggests Dell's sales are slowing. I see Dell as an excellent risk/reward situation for put purchasers. Best, Earlie

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