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

To: Knighty Tin who wrote (44974)	1/29/1999 7:40:00 PM
From: RealMuLan	Read Replies (2) \| Respond to of 132070

<<I have noted statements from Dell going all the way back to Nov. where they claim that the Y2K pc buy is not going to happen and they expect some market problems due to Y2K this year. >> Mike: here is a survey did in last Nov. on corporation IT spending. Not sure whether you already read it. Survey: IT spending to slow By Erich Luening Staff, CNET News.com November 19, 1998, 11:55 a.m. PT A recent survey of 75 Fortune 500 CIOs predicts that corporate information technology spending in 1999 is expected to slow, due to increased funding needed to tame the Year 2000 bug and other issues. .... The results indicate that on the whole, growth in corporate information technology spendingn in 1999 will slow to between 4 and 6 percent of total revenues, compared with growth of 7 to 9 percent in previous years. .... news.com

To: Knighty Tin who wrote (44974)	1/29/1999 8:50:00 PM
From: Earlie	Read Replies (3) \| Respond to of 132070

MB: I agree. I also note that Michael D. is speaking the language we all understand,....." Ah, John, my good and faithful broker, give em another 100,000 shares,....and ah,....give me a call when that's out the door and we'll see what their appetite is like for a bit more". I also love big Mike's 180 degree turn on participation in the bottom end of the market (Q1 - 98....."we're not interested and we won't participate". Q3 - 98 ..... "we're gearing up to take big market share in the under $1,000 market sector"). I wonder how his discussions with AMD are going? (g) You don't suppose his entry to this party might be a bit late? Probably old news, but according to an excellent source, Mike Dell was to have shown up at a special conference just before Christmas. He sent his minions instead, and they studiously ducked all queries about the Christmas season, which is the opposite of what we usually get from them. I personally think that it will be a Dell, a Micron , or IBM, or Amat, or one of the other "darling" stocks that provides the spark to the tinderbox. One of them will dump some rough news that can't be wall-papered over by CNBC, and will crater big time, starting an avalanche. Wish I knew which one, and when. (g) Best, Earlie