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

To: jim kelley who wrote (51313)	3/11/1999 10:34:00 AM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

Jim, We agree to disagree on this one. You say if it looks like a duck, quacks like a duck and waddles like a duck, you want a DNA test performed. <g> I say it is duck enough for my investment decisions. If you wait until all the indicators are cast in stone, then you lose big, as you did with the Dell revenue miss. Investing is not newspaper reporting and you have to connect the dots when some of the dots are missing if you want to beat the herd. Jim, please, "wooing" VARs hardly accounts for even a fraction of that receivables pump. That is just another Dell misdirect. Pay no attention to the lousy sales and margins behind the curtain. <g> Afraid I will sin more in the future. Heck, sometimes I not only sin, but I make mistakes. Don't think so this time. Dell has been scamming its shareholders for two quarters with sharp pencil eps reports. Best, MB

To: jim kelley who wrote (51313)	3/11/1999 12:52:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

Jim, One quick question. This is just something I would like clarified by you, not an attempt to blindside you. Why does a 100,000 box backlog impress you so much? That doesn't sound like that much for a co. selling over $3 billion a quarter in product. I know they are lean and mean, so I don't expect them to have huge backlog, and they don't. I guess I am just trying to figure out what about it makes you think all is well or that they didn't pump receivables. I guess it comes down to the fact I consider it a non-event and you seem to think it is important. MB