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

To: Lucretius who wrote (28312)	5/20/1998 10:27:00 AM
From: Knighty Tin	Respond to of 132070

LT, I don't like Dell, but I don't think we will make much in puts on this one until it has to report bad numbers. Right now, Dell's numbers, which really are company specific and a wee bit phony, are all that is propping up the entire tech sector. A weak reed for support, so I'd rather buy puts on other cos that already have bad #s. Dell will have its day and the fall will be a huge one, but I think we have to wait until we see their sharp-penciled accountants blink. MB