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

To: Mary Cluney who wrote (46883)	2/13/1999 9:08:00 AM
From: accountclosed	Respond to of 132070

Mary, I don't know how to debate with you, so usually I don't try. A couple observations this morning. To call for Intel (or anyone in any industry) to dominate the next 25 years based on anything, to me is silly. Months are eternities in high tech. The basic premise that I have that seems totally at odds with you is that there is a complete disconnect between stock prices and underlying values. Dell is still selling at 4 times a reasonable valuation. I am not saying that Dell isn't a well run company. Nor am I saying that high tech generally doesn't have a wonderful future with an important place in improving the quality of all of our lives.

To: Mary Cluney who wrote (46883)	2/13/1999 10:14:00 AM
From: accountclosed	Read Replies (1) \| Respond to of 132070

Mary, part I am emphasizing about these Dell posts is not what will happen with earnings or market share or the stock price in the short term. I am emphasizing how weak the hands are.

To: Mary Cluney who wrote (46883)	2/13/1999 1:02:00 PM
From: gbh	Read Replies (1) \| Respond to of 132070

Mary, couldn't agree more. Most here feel its either do or die with DELL. I sincerely doubt that that's how things will play out. One of these years DELL will turn in a terrible y-o-y stock performance. Perphaps only a 10 or 20& year, instead of 200 or 300% year. Might even turn in a slightly down year. This will mark the end of their hyper growth phase, the longest sustained of any company in history (well, that I can remember anyway). After that, we DELL longs will have to be happy with continued 20 to 30% a year, or look elsewhere. But to think the company will completely fold up shop as a growth company is silly. Way to well run. Gary