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


To: jim kelley who wrote (55514)4/10/1999 4:33:00 PM
From: Michael Bakunin  Read Replies (1) | Respond to of 132070
 
Unit growth means nothing. Dell may yet take share, and may retain a premium valuation, but a premium to falling valuations still means a falling stock price, and happy Dell puts.

Cheers,

-mb



To: jim kelley who wrote (55514)4/10/1999 6:45:00 PM
From: Eggolas Moria  Read Replies (1) | Respond to of 132070
 
<<Some of the companies margins are not shrinking, e.g., DELL>>

Message 8502368

FWIW.