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

To: Earlie who wrote (56954)	4/22/1999 12:30:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

Earlie, It is amazing at how many times Lou and Co. have flim-flammed folks and they still accept IBM fantasy eps at face value. <g> I guess P.T. Barnum was right. Some folks will pay several times to see The Egress.

To: Earlie who wrote (56954)	4/22/1999 12:32:00 PM
From: Ramsey Su	Read Replies (3) \| Respond to of 132070

Earlie, GTW is moving as if the street expects great earnings report after hours this afternoon. Any news? Reading through IBM's report, their growth in "PC" has nothing to do with the small boxes but rather servers. CPQ has been cut in half so we can argue whether it is company specific or industry wide. Aside from Lewis Platt's mumbling, we have #1 CPQ a disaster. #2 IBM losing $1B in the PC business. #3 DELL shows decelerating growth rate and revenue disappointment. Is it likely that GTW can be the exception? It may be a good short/put candidate today before the earnings come out? Ramsey