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Politics : Ask Michael Burke

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To: Tommaso who wrote (60560)	5/25/1999 9:52:00 AM
From: BGR	Read Replies (1) of 132070

Tommaso, If you can present some argument as to why you consider DELL equity to be overvalued from a business perspective (relative to the broader market), personally I would love to hear those arguments. However, if you continue to dwell on the fact that DELL investors have a lot of profit hence must take those profits, you display a short term trading mentality which will probably be ignored by many early investors on the DELL thread who have gained their considerable wealth by being patient when the underlying business is good in their assessment. Burke and some of his followers claim that the underlying business is not good, that is a position one can debate and then accept or reject but appreciate in either case (though not when it is made with subjective manipulation of data, which, unfortunately, is sometimes - though not always - the case). However, I have never ever seen you discussing the underlying business; money flows, insider trades and other horribly inaccurate hocus pocus seems to be your main focus of attraction. No wonder that such nonsense is ignored when posted in the DELL thread. -BGR.

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