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

To: accountclosed who wrote (46881)	2/13/1999 8:52:00 AM
From: Mary Cluney	Read Replies (3) \| Respond to of 132070

AR, >>>a lot of people are going to be in for rude awakenings.<<< There are other scenarios other than what you on the one side and the Dell bulls, on the other side, are painting. Dell shares may have gotten ahead of itself and will see some near term correction. Dell success has spawned many admirers and imitators and these competitors will take away some market share initially. But, my feeling is that no one can do it as good as Michael Dell - and he will maintain a high level of success. Mary

To: accountclosed who wrote (46881)	2/13/1999 9:05:00 AM
From: IceShark	Read Replies (2) \| Respond to of 132070

Are these analysts Psychics? This really has me scratching my head. Niles has been such a company cheerleader the last few years and we all know what just happened with him and MU. So I have to ask myself if Niles is being his 'ole dummie self (but, sticking one's neck out on a contrary call isn't exactly standard dummie behavior), or if he is really on to something, especially given the timing, or is he rolling the dice hoping to hit a home run? If he is right he will sure make a name for himself; if he is wrong, well what else is new. -g- It is a gutsy move and I suspect he is onto at least enough to get him comfortable to take the risk. The nagging question: is he smart enough to evaluate the situation correctly? Guess we will see on Tuesday night. Regards, Ice

To: accountclosed who wrote (46881)	2/13/1999 9:14:00 AM
From: Tommaso	Read Replies (1) \| Respond to of 132070

That's one of the funniest things I have heard--the idea of a class action suit against a commentator. Next thing they will write their congressmen to pass a law that Dell stock must not be allowed to decline. I wonder how many people consider that a steadily rising stock market is an entitlement to unlimited wealth! I guess I will refrain from posting on the Dell thread that I am holding LEAP puts on Dell.

To: accountclosed who wrote (46881)	2/13/1999 9:25:00 AM
From: Don Lloyd	Read Replies (1) \| Respond to of 132070

(..."I lost thousands of dollars today simply because a so-called wall street analyst "THINKS" Dell will only post sales of $5.2 billion, $300 million short of expected."...) Here is an 'investor' who is significantly handicapped by his failure to perceive the logic of his situation. If he believes Dell will continue to perform as a stock and as a company, why in the world would he be talking about class action suits and losing 'thousands of dollars'? He can only lose if he sells and any dip should considered as a miraculous buying opportunity. Judging by his reaction, he must be afraid that he is wrong about Dell's prospects. (or that he is on full margin -g-). Regards, Don

To: accountclosed who wrote (46881)	2/13/1999 9:31:00 AM
From: wiz	Read Replies (1) \| Respond to of 132070

Antoine Great stuff!! That is a great look at sentiment of the brain dead bulls isn't it.. denile. Some are already into anger, then they'll move into averaging down, Then bankrupsy.-g- If their argument held water at all, then the real suit would be against the shameless hypsters that ruined many a bear getting that company to the valuation it's at now!-g- Mark

To: accountclosed who wrote (46881)	2/13/1999 10:12:00 AM
From: Earlie	Read Replies (4) \| Respond to of 132070

AR: Any time I want to ascertain the degree to which the term "investor" has sunk, I skim that most remarkable thread. It isn't a forum, it's a love-in. The fervour and devotion reaches religious proportions. They truly come to worship. I add no (g) because it truly frightens me. Dell is an excellent marketing organization, but plugging components into a motherboard and screwing a few boards into a chassis isn't high tech. There are teen age kids doing the same thing in every town, and more power to them. As I pointed out on another thread (but wouldn't dare do so on the Dell thread), only a handful of stocks ever make it to 50 times book. It is sort of a mystical barrier beyond which even the most crazed stocks rarely soar. Guess where Dell is. (g) Even a hint of anything less than perfection automatically leads to a gravitational event. This one has an excellent risk/reward profile for a short term put hold for the next week or so. I've been warning that Dell would likely provide "mild disappointment in Q4 with worse to follow thereafter". Why do I think this? Dell sells primarily to government and business. While the published numbers have only begun to so indicate lately, in the field, a slow-down has been apparent for quite a while. Additionally, it's a BTO organization, so while it's much more difficult to develop some "leading indicators", when things turn down, there's less opportunity to hide problems in receivables, payables, inventory, etc. Put another way, problems ought to show up promptly (as occurred last Q) for this company. We also hit on the idea that since it's a BTO organization, if one explored Dell's suppliers (or suppliers to those suppliers), one might be able to find some numbers that might provide an indication of Dell's use of certain components. If one then did a bit of tracking,..... (g) As a consequence of the above, I think "Big Dan" is right and we said so much "earlie-r" than he did. (g) Best, Earlie

To: accountclosed who wrote (46881)	2/13/1999 10:46:00 AM
From: Mama Bear	Read Replies (2) \| Respond to of 132070

C'mon AR, everyone knows that stocks only go up unless someone says untrue negative things about the company. Which just creates buying opportunities for those who are smart enough to see through the skullduggery. <g> In #daytraders yesterday morning, there were a number of folks who were blaming CNBC as well. It's simply amazing some of the people who are playing the stock market nowadays. That they are using real money is even more amazing. Barb