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

To: Earlie who wrote (46127)	2/8/1999 5:00:00 PM
From: yard_man	Respond to of 132070

Thanks, Earlie ...

To: Earlie who wrote (46127)	2/8/1999 5:50:00 PM
From: RealMuLan	Read Replies (1) \| Respond to of 132070

Earlie: thanks a lot for the timely and enlightening analysis on PC companies. I think one reason for Dell has accomplished P/E of >90 is because some people now consider it as an Internut play rather than a pure tech play. Using M. Dell's own word, Internet is a turbocharger or something like that. So I think he will put more spin on that kind of stuff. Have you seen they registered a new domain name called Dellauction.com? Wonder what's on Dell's mind. smartmoney.com

To: Earlie who wrote (46127)	2/8/1999 6:02:00 PM
From: accountclosed	Read Replies (3) \| Respond to of 132070

Any engineering insight into the Celeron as far as it truly being a PII? Do they come off the same lines? Is it just a "white box" version of the same processor? I realize that the benchmarks are virtually identical and Intc has seemingly gone to some lengths to obscure just how similar these chips are...But are they literally the same chip?

To: Earlie who wrote (46127)	2/8/1999 6:51:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

Earlie, If CPQ were to provide an honest appraisal of that company's deteriorating situation, I would have to be rushed to an ER, the shock would be so great. <G> I have never heard straight talk from Compaq. Ever. It is all tout it, hype it, hide it. MB

To: Earlie who wrote (46127)	2/8/1999 8:15:00 PM
From: Ed Beers	Read Replies (1) \| Respond to of 132070

> Hopefully, some of the attendees will also ask about the fast-emerging "Rambus" problem,....by way of example, the company might even be asked how they expect to get back the $1.0 billion they are currently pouring into that very deep hole. < Earlie, The money they poured into MU may be fairly easy to retrieve if I read the details in MU's annual report correctly. I think that, on 3/31/99, they can buy 15.8 million shares of MU for $500M (31 5/8). At the current market price, they could sell them for $1100M and pocket $600M just from the "Rights" they received. Of course TI also has 28.9M shares that they can register on 3/31/99 so they may need to compete a little for buyers... Now I'm not sure what Micron means when it says that the registration rights commence on 3/31/99. Is it a staged deal or all at once? Ed

To: Earlie who wrote (46127)	2/8/1999 10:21:00 PM
From: gbh	Read Replies (2) \| Respond to of 132070

Earlie, your opinions are interesting. But I doubt much of what you say will come to bear (no pun intended <g>). CPQ will not get into the inventory crisis of 98 again. They learned their lesson. INTC will continue to eat AMDs lunch. Celeron does perform on par with equal speed PII, but it hasn't slowed PII sales yet. Corporate purchasing agents feel safer with 400-450 systems. And very soon they'll feel safer with 450-550 PIII at not much higher total system cost. And Rambus is not a problem but a necessity for high end workstation and server performance. The memory bandwidth bottleneck is key to those huge database apps that don't get much in the way of cache utilization; ie, NT WEB server performance. And the smooth answers will be well received because they have merit. Dell a big question mark? The likelihood DELL missing the quarter is same as Clinton being removed from office. When, and if, DELL misses a quarter, it will be preceeded by a warning well in advance. This quarter, no warning, no miss. In fact, I would expect DELL to have a blow out quarter on the bottom line, so-so on the top line. And like previous quarters, the stock will drop 10-15% and present a great buying opportunity. Geez, the stock is up 42% ytd. So a little pullback is necessary. But with worldwide market share at only 6.2%, this company still has a looooong way to go. I agree that MSFT has blundered the case. And they would be well advised to settle. But the DOJ won't do it now. They want the jugular. But will the government break up MSFT? Hah. Into what? Two monopolies? <g> Meanwhile, out in the real world, the PC sales "melt" continues. I guess I have to stick with the "herd" on this point... Gary