SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Michael Bakunin who wrote (53169)3/23/1999 4:35:00 PM
From: accountclosed  Respond to of 132070
 
you left out a little...and Niles will upgrade mu again and set a new target price of 385 due to margin expansion in the improved environment <g>



To: Michael Bakunin who wrote (53169)3/23/1999 4:36:00 PM
From: Tommaso  Respond to of 132070
 
Still looks to me like we are coming down the other side of the mania peak. A few moguls along the way, possibly.

But April might be like snowboarding down the Matterhorn.



To: Michael Bakunin who wrote (53169)3/23/1999 4:39:00 PM
From: Eggolas Moria  Read Replies (1) | Respond to of 132070
 
Hmmm . . . that makes sense to me, MB. What is really interesting is that notwithstanding IBM and DELL's recent alliance, IBM intends to compete vigorously for market share in the PC sector.

Customer/supplier and heated competitors.<g> A very interesting situation.



To: Michael Bakunin who wrote (53169)3/23/1999 6:20:00 PM
From: Knighty Tin  Respond to of 132070
 
Mike, So, they have down eps by 33% and that is good? <g> They lower eps estimates drastically a couple of weeks ago, then beat that by a whole penny? Oh, yeah, that's a reason to buy tech stocks.