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

To: Earlie who wrote (51237)	3/10/1999 4:54:00 PM
From: John Graybill	Read Replies (2) \| Respond to of 132070

Dear Earlie, Just do what I do. Ignore the "real" facts! Stay with the old ones, even if they're wrong! Or say that it doesn't matter anyway! You have a reputation and an intellectual investment to maintain! I do it all the time, and I sleep fine! Your pal, Dan Niles <vbg>

To: Earlie who wrote (51237)	3/10/1999 5:01:00 PM
From: John Dally	Read Replies (10) \| Respond to of 132070

Earlie et al, I looked to see if First Call earnings estimates were coming down. Here are a few samples: Feb Quarter 7-day ago Current Report Date mean EPS est mean EPS est NSM -.02 -.20 Thursday, March 11 ORCL .51 .29 Thursday, March 11 SLR .32 .27 Monday, March 15 JBL .33 .27 Tuesday, March 16 March Quarter INTC 1.12 1.10 IBM 1.72 1.42 CPQ .40 .34 MOT .37 .24 NVLS .29 .25 April Quarter AMAT .32 .26 I double-checked the ORCL number. It's even stranger when juxtaposed with: 16:28 [ORCL] OPPENHEIMER FORECASTS ORACLE Q3 EARNINGS IN-LINE AT 19 CENTS EPS. cbs.marketwatch.com Best regards, John.

To: Earlie who wrote (51237)	3/10/1999 5:20:00 PM
From: JRI	Read Replies (1) \| Respond to of 132070

Earlie, Gary....Sorry about that...I guess I am a little bored waiting around for the "non-announcement" from Intel/CPQ on Thursday/Friday.... (Not trying to incite a riot....I know you and others here think differently....but it doesn't add up to me that Intel is going to warn...therefore, tech, box makers, and the general market are going even higher short-term) Earlie, you make good points...with which I agree....as I stated, I do enjoy perusing thru the debate here on the Burke thread...obviously a lot of smart, talented, and hopefully, as a result, wealthy individuals...but.....the Dell-head slamming has gotten a little thick lately...and my post to Gary is just to remind everyone that on most threads you will find the same: Some posters who are logical and provide data, and some that do not....and many somewhere in-between....This thread is no different...

To: Earlie who wrote (51237)	3/10/1999 5:57:00 PM
From: Knighty Tin	Respond to of 132070

Earlie, The worst one I saw was a couple of weeks ago when Reuters totally mangled a report on Dell and the pc industry by the Merrill analyst. They got all the numbers right; they just put them in the wrong context. For example, the analyst's prediction of how fast the market is growing in 1999 was reported as how fast it grew in 1998. And his prediction of unit sales growth was reported as revenue growth. But, if old coots like you and I who have been tracking this crap since the Earth was cooling can mess up numbers, think of how easy it is for a reporter who thinks the guy said eunuchs instead of units. <g> MB