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

To: Knighty Tin who wrote (50546)	3/8/1999 12:09:00 PM
From: Stefan	Read Replies (1) \| Respond to of 132070

Here is another one Michael. Message 8201616

To: Knighty Tin who wrote (50546)	3/8/1999 12:25:00 PM
From: Alohal	Read Replies (4) \| Respond to of 132070

Gosh, you sure learned a lot from you visit to the Dell thread. Too bad you didn't look hard enough to find that many do know about the sequential market share decline and know that it is seasonal (read Kumar's addmission of this seasonality just two days ago) and is directly related to CPQ, IBM and HPW stuffing the channel Nov/Dec, as they always do. Dell and Gateway have no channels to stuff. this is such a transparent game I'm amused that you either don't understand it or you choose to ignore it because it hurts you position. EWhy don't reveal your short position on Dell or perhaps your puts, so we can all come back in a few months and see whether the long or the short positions have more value. I predict you will not disclose. You make the common mistake of believing that those who disagree with you are either stupid or uninformed. Grow up. BTW I am long Dell and have been for almost five years, you do the math.