Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: KENNETH R SANDERS who wrote (27013)	3/26/1998 6:34:00 PM
From: Kerry Phineas	Read Replies (1) \| Respond to of 132070

Ken, he sounded pretty good to me. He was intentionally simplistic, of course, but I don't really see why that should necessarily lead one to compare him to Whittington, basically a tout.

To: KENNETH R SANDERS who wrote (27013)	3/26/1998 8:32:00 PM
From: Bipin Prasad	Read Replies (2) \| Respond to of 132070

Hi Ken, Long time no posting. How are you doing? Speaking of Whittington, what is he recommending these days? I almost forgot about him. Are you all invested in or in cash lately? End of Mar makes me nervous a little bit. regards, BPP

To: KENNETH R SANDERS who wrote (27013)	3/27/1998 11:25:00 AM
From: Knighty Tin	Respond to of 132070

Ken, Simple analysis about a simple co. from a simple guy. -g- I pretty much agree with everything he said except that he missed market share aggrandization. Dell is still eating into the market share of the Apples and Packard-Bells of the world and that will sustain them for another quarter or two. After that, it is slugging it out with other good pc cos. and Dell's non-unique status will become readily apparent. In other words, the guy is right but he is too soon. Been there, done that myself with this overpriced trading sardine. MB