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

To: Knighty Tin who wrote (28315)	5/21/1998 10:58:00 AM
From: Michael Burry	Respond to of 132070

Re: Satellite, Dell At my hospital complex, you should have seen it. The libraries became overstuffed with physicians with time on their hands. What a great commentary on life today. I wish things like that would happen more often - makes life interesting. I agree with you that Dell puts may not be the best thing. I recently posted a series on the Dell Bear thread trying to stimulate discussion on why Dell would crash in a timely fashion. Ok, they fudge the numbers, they're stretching for estimates, they're a slave to their options/stock, and the business economics should suck (but they don't yet). But I still don't see a reason for it to crash unless the market does. And I still can't for the life of me figure out why Micron and Gateway can't simply imitate Dell after all these years of trying. It's just too simple, and I'm wary of shorts on simple businesses that sprout billions of dollars. Gilette comes to mind (not that I don't think its sickeningly overpriced too). Good Investing, Mike