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


To: jim kelley who wrote (52202)3/16/1999 2:07:00 PM
From: Michael Bakunin  Respond to of 132070
 
Jim,

I have no doubt Dell will remain profitable. I just think EPS growth will slow to less than than half what Dell investors expect.

We'll have to disagree on whether Dell's "new model" will offset competition-driven margin shrink enough to keep EPS growing 40%.

mb