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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Skeeter Bug who wrote (68402)	9/30/1999 7:55:00 AM
From: Les H	Respond to of 132070

to paraphrase and summarize: As long as you have a credit card, inflation doesn't matter.

To: Skeeter Bug who wrote (68402)	9/30/1999 8:16:00 AM
From: AurumRabosa	Read Replies (2) \| Respond to of 132070

When does DELL pre-announce earnings? I've been watching for a good entry point to buy DELL puts, e.g. DLQMH, but it just keeps creeping away from me. My instincts say MU & DELL are about to take it on the chin. Anyone have any thoughts on how low these 2 may go?

To: Skeeter Bug who wrote (68402)	9/30/1999 8:43:00 AM
From: Logain Ablar	Respond to of 132070

SB: We may not agree on valuations and timing with particular stocks (on Dell I expect good earnings thru the year with upgrades for y2k) but on the post you referenced. demand has nothing to do with price....very rarely is consumption lessened by price....unless the price is very high add $50 to the cost of a computer...about $2 a month on a corporate lease...and for the average consumer, as long as he has his credit card, doesn't matter... I am a firm believer in supply and demand and price sensitivity. I don't own dell and am just commenting. We agree this guy is clueless. Tim

To: Skeeter Bug who wrote (68402)	9/30/1999 11:12:00 AM
From: Knighty Tin	Respond to of 132070

Skeets, I am very happy to be able to tell all of the world's great economists (o.k., a pretty shabby group to begin with) that they can drop the demand curve from their supply demand charts because Edamo said so. Also, I am sure that the folks who sell pet rocks will be happy to hear that demand doesn't matter and they are not bankrupt. And that the computer companies are not lowering prices to keep demand from falling off a cliff. They are just doing it because they are nice guys. It is always nice to hear economic theories from The University of Alpha Centauri. <g>