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

To: Knighty Tin who wrote (26399)3/5/1998 11:29:00 AM
From: kahunabear  Read Replies (1) | Respond to of 132070
 
Yeah, I have already heard the rationalization.

The spin is: This is just a shifting to the DELL model. Others are having to cut their inventory and increase their turns to compete. Should just be a blip while this adjustment takes place. -g-

Meanwhile, the increase in DELL market cap should more than offset any decrease in others. -ggg-

WS



To: Knighty Tin who wrote (26399)3/5/1998 5:49:00 PM
From: Skeeter Bug  Read Replies (1) | Respond to of 132070
 
mike, someone was guaranteeing me that intel was a good buy today. i said that their eps were imploding and they didn't grow earnings anymore. he said it didn't matter because people buy stocks for "many different reasons." m-a-n-i-a ;-)


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