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

To: Knighty Tin who wrote (51219)3/10/1999 2:06:00 PM
From: jim kelley  Read Replies (2) | Respond to of 132070
 
MB

Part of this increase in receivables may be due to DELL encouraging small business VARS to use DELL. DELL needs these small business VARS to configure systems for small business. They can give them 30 days credit.

In this case, it is not a pump.

JK



To: Knighty Tin who wrote (51219)3/10/1999 2:38:00 PM
From: accountclosed  Read Replies (1) | Respond to of 132070
 
you'll enjoy this yahoo post:

#reply-8248702



To: Knighty Tin who wrote (51219)3/10/1999 2:58:00 PM
From: Don Lloyd  Read Replies (4) | Respond to of 132070
 
MB -

FWIW, from Signal

DB 14:29 [INTC] INTEL SPOKESMAN: 'NO PLAN RIGHT NOW' TO ISSUE Q1 EARNINGS GUIDANCE.

Regards, Don




To: Knighty Tin who wrote (51219)3/10/1999 4:14:00 PM
From: Stoctrash  Read Replies (1) | Respond to of 132070
 
Michael,

What do you think of the economics of BRCM?
27x sales, PE of 160, insiders selling, etc...
It reminds me of CUBE a few years ago where no competition could touch their chips....but we know how that usually goes.

I believe CXNT, PMCS, TERN, and a host of others
will be eating into their fat margins soon.

What is your skinny on it?

tia, Fred


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