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

To: Devil's Advocate who wrote (50981)	3/9/1999 5:47:00 PM
From: yard_man	Respond to of 132070

Sell it tomorrow and preserve your gains. CPQ and IM and others are all reference points -- ignore them at peril to your wallet.

To: Devil's Advocate who wrote (50981)	3/9/1999 7:03:00 PM
From: Knighty Tin	Read Replies (3) \| Respond to of 132070

DA, You may be right that it will be difficult for Dell to lie about numbers in the future with their direct model, but they certainly played a receivables pumping game 3Q and 4Q. 3Q, receivables grew by nearly 20% while sales were up a bit more than 10%. That is a scamarama of some magnitude. 4Q also saw a pump way above revenue growth rates, especially year to year, but not of that size. I think the toning down in 4Q was due to them not being able to dump crap on corporations for early delivery. MB