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

To: Michael Bakunin who wrote (81832)	6/21/2000 12:07:00 PM
From: Earlie	Respond to of 132070

mb: Yes we are, although some recent changes in Dell's supply situation may reduce the delightful accuracy we enjoyed in the past. That said, we don't see any major disasters for Dell this Q as they have been one of the more aggressive vultures feeding on the IBM carrion (IBM has effectively vacated the retail PC market). Even though I think their business model makes no sense, obviously a heck of a lot of people out there do. We're neutral on this one at the moment, but we will keep it on the screen for possible fall targeting. Best, Earlie