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

To: accountclosed who wrote (57071)	4/22/1999 8:39:00 PM
From: Knighty Tin	Read Replies (4) \| Respond to of 132070

AR, Actually feeling pretty good. Since IBM was over 100 points of the Dow's move up, and they really had a horrible quarter, I see this as a fakeout. CDWC surprised me, but I have 800% in that one if I lose on all the roll downs still in place, so I'm not too worried. I don't think they are telling us anything about pc demand. Gateway, as usual, is an enigma. I feel like I should be seeing something in their reported numbers, but I'm not. My gut tells me that it all ends up in a one time writeoff in a year or two.