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

To: Earlie who wrote (44940)	1/29/1999 12:13:00 PM
From: wlheatmoon	Read Replies (1) \| Respond to of 132070

Earlie, The way this market works, no one cares about fundamentals. Short term, traders and "investors" are just foaming at the mouth. It's up, up, and up we go. One day the fundamentals will matter, perhaps at a time in the future when global warming has gotten such that suterners migrates to Canada for the winter because of the cozy climate. <gg> mike

To: Earlie who wrote (44940)	1/29/1999 1:15:00 PM
From: Activatecard	Read Replies (1) \| Respond to of 132070

Earlie, What is your estimate of the "channel stuff" overhang? Do you think there are enough boxes to cause inventory problems in the next couple of quarters? Steve

To: Earlie who wrote (44940)	1/29/1999 5:23:00 PM
From: Knighty Tin	Respond to of 132070

Earlie, let's see, we have pc units up somewhere between 5 and 8%. Hey, stop bitchin', that's close to the 17% IDC predicted last year at this time. <G> Hey, same prediction this year. What a coinkadink. O.K., you have units up 5-8% Prices are up how much? Down you say? Get outta here. 10-20% you say? No way, dude! The new pair of dimes don't play that down revenues game. Try selling your permabear crapola elsewhere. We know the revs were way up because CNBS and the boxmakers tell us they were. Seriously, good prediction. MB