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


To: gbh who wrote (47332)2/16/1999 8:25:00 AM
From: gbh  Respond to of 132070
 
Kumar on CNBC this morning. Interestingly, he likes DELL long term. He called for $5.2B revs three weeks ago. Feels the stock will pull back and base at 80, where he is an aggressive buyer.

Also, liked INTC, CPQ, and QLGC. Specifically stated that CPQ inventory levels are at historic lows, 60% below last years.

I would say this bodes well for big tech today. This guy is hardly the permabull.

Gary



To: gbh who wrote (47332)2/16/1999 9:36:00 AM
From: accountclosed  Respond to of 132070
 
I'd guess MD already had enough cash on hand for life-long fulfillment before the recent windfall.


A wise observation. Context and personal circumstance are vital.