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

To: Knighty Tin who wrote (55209)4/8/1999 1:14:00 PM
From: gbh  Read Replies (1) | Respond to of 132070
 
Michael, any comments? Are these guys simply immune?

12:51 [DELL] DELL CFO COMFORTABLE ON Q1 POSITION IN LARGE CORP. PC MARKET AND FUTURE QTRS--REUTERS.
12:48 [DELL,IBM] DELL CFO:NO COMMENT ON DELL TAKEOVER OF IBM PC BUSINESS--REUTERS.
12:47 [DELL,IBM] DELL CFO SEES ADDITIONAL TIES TO IBM ON SERVICES, PCS--REUTERS.
12:44 [DELL] DELL CFO SEES SEQUENTIAL QTLY GROWTH IN Q1 EVEN AS MARKET DECLINES--REUTERS.
12:42 [DELL] DELL CEO SAYS PC INDUSTRY DEMAND IS STRONG AND HEALTHY--REUTERS.



To: Knighty Tin who wrote (55209)4/8/1999 2:11:00 PM
From: Micawber  Read Replies (1) | Respond to of 132070
 
MB: I'm sure you've seen that SFE has been exploding. Are you holding any?



To: Knighty Tin who wrote (55209)4/8/1999 8:37:00 PM
From: Knighty Tin  Read Replies (1) | Respond to of 132070
 
To All, CNBS, of all people, hit the nail on the head about the Dell analyst love-in. The guy who reported said that Mikey and co. only wanted to talk about unit sales being up. He wondered what that meant for revenues. I was shocked. Of course, Maria jumped in to try to save the herd from Mooing too loudly by saying, "Dell was down today, but it's been up strongly all week." <g>

MB


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