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


To: Knighty Tin who wrote (47047)2/14/1999 9:13:00 PM
From: gbh  Read Replies (1) | Respond to of 132070
 
Michael, my long term view of DELL has not changed. And I still feel (like Niles and the other guy) that eps is not an issue this quarter. Revs? I still contend they don't matter much in the long run. DELLs hyper growth stage (the longest of any company ever, perhaps) may be drawing to a close. This is also not a new concept to me. I just see absolutely no reason for the stock to tank like you think. I feel management will gently ease its shareholders into a quite boring 20 to 30% a year stock appreciation. The base for this move may be 90 or 80 or maybe even 70. But not 22 my friend.

Gary