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

To: gbh who wrote (46184)	2/8/1999 11:02:00 PM
From: Knighty Tin	Read Replies (2) \| Respond to of 132070

Gary, Dell is NOT continuing to gain market share. They lost market share LAST QUARTER. Gee, don't you read anything? Get with the program, son. 2 year old data and prejudices don't win this game. <G> Compaq had a flat quarter after three losses, due to scamming receivables (which Dell also did) and stuffing the channel and being very liberal on service revenues. They can't keep that up without risking jail time. Dell is having a horrible quarter. Whether it looks that way to those who only read the headlines depends upon whether Mikey plans to come clean now or after he sells some more shares. BTW, just the opposite is true. If Dell were having a good quarter, you would have had an announcement a day about the fact for the past 3 months. As they have always hyped in the past. They are dead meat. MB

To: gbh who wrote (46184)	2/9/1999 2:07:00 AM
From: J. P.	Read Replies (1) \| Respond to of 132070

<<You really think DELLs quarter is going to stink? Not a chance, they would have warned long ago.>> Remember last quarter? I remember huge open interest of calls with outrageous premium built into them that melted like pouring drano on snowballs the day after Dell came in light. It was a call seller's heaven. I wouldn't be surprised if Dell's announcement next Tuesday acts as a catalyst of some sort, since they're the last of the tech biggies to report, before "warnings" season.