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

To: Bill F. who wrote (50152)	3/6/1999 3:20:00 PM
From: JRI	Read Replies (1) \| Respond to of 132070

Wouldn't you agree (regardless of your views on valuation, or the market longer-term, or what you really think PC unit sales are.....) that IF Intel does NOT pre-warn on March 11 (last day for them to take back orders..and, I suppose, first day of their fudiciary responsibility to warn if they need to...) that the techs (and specifically the boxmakers) will be going higher short-term?? Thanks in advance...

To: Bill F. who wrote (50152)	3/8/1999 6:30:00 PM
From: accountclosed	Read Replies (1) \| Respond to of 132070

I enjoyed this: The most important company in Western civilization, Dell (DELL), had its 2-for-1 stock split. In honor of this solemn occasion and due to the fact that I vented pretty heavily on Friday, I'll try to be brief today. Dell now is higher than it was the day when it announced that its revenue growth, contrary to expectations, had slowed from the 50 percent into the 35 percent region. Its P/E now is back closer to 100. All this for a maker of commodity goods - plastic wrapped around chips. Dell is a $120 billion company that has 9 percent market share of a $140 billion market. stocksite.com :-)