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

To: Earlie who wrote (70407)	11/11/1999 5:25:00 PM
From: James M. Belin	Read Replies (1) \| Respond to of 132070

TO: All I just looked at the Dell Thread, and people there are excited that Dell met the 18 cents per share estimate. I wonder how many accounting tricks Dell had to utilize in order to reach that number. Has anyone looked at the Dell numbers in detail? Thanks Jim

To: Earlie who wrote (70407)	11/11/1999 7:15:00 PM
From: valueminded	Read Replies (2) \| Respond to of 132070

Earlie/Mike/Others: Thanks for responces. I have given considerable thought to some of your ideas but have some important reservations. Regarding: AG freedom to act with impunity and drastically cut rates in the event of a market lockup. I suspect he has that freedom. We have convinced the worlds savers(japan) that nothing is more important to the american consumer(of their goods) than a strong US stock market. AG will be able to act because the remaining CB's of the world will give him the freedom to act. Secondly, the worlds markets know that a US meltdown will take them with us, something they dont want to happen, so their cb's support us by default, not because they like us. Regarding: the stocks which are off their highs and so money has been made. My comment was it is difficult to make a living by trading prowess if you are a bear in the greatest mania I have ever seen. AMAT, NVLS, MU, GTW, DELL INTC, etc are all at or near highs. The ones getting killed: cpu, iom, etc are the smaller players. Certainly where I need to refocus my efforts. My mistake was to focus on the biggies and that cost me money and lost opportunity Regarding: the wounded/lower tier players. Care to offer up some ideas. Thanks