Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: JRI who wrote (48303)	2/22/1999 4:01:00 PM
From: Earlie	Read Replies (1) \| Respond to of 132070

John: I'll take the bet on Dell. (g) To me, it's a glorious opportunity made even more enticing if the dippers push it up a bit more. I expect that Dell's call for significantly reduced growth will prove more than accurate. Dell's only recourse is market share theft. As good as the company has been at this, the remaining competitors are stronger, meaner and prone to jumping into Michael's own domain. His problem is the same problem they all have,.....a shrinking pie to divide. (g) A shrinking pie also bodes ill for margins. Best, Earlie