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

To: Knighty Tin who wrote (57081)	4/22/1999 8:50:00 PM
From: accountclosed	Respond to of 132070

Maybe it's like an immunity that some have more of than others. Immunity to "the fever". Gambling is a very powerful intoxicant. It seems to be sweeping both the bull and bear camps.

To: Knighty Tin who wrote (57081)	4/22/1999 10:38:00 PM
From: RealMuLan	Read Replies (1) \| Respond to of 132070

Mike: not sure whether this has been posted here or not. From Street.com: << Extra Dinging Dell? Not Any More, at Least Not From Piper's Kumar By Herb Greenberg Senior Columnist 4/22/99 8:33 AM ET Anybody who peeked at the site earlier knows I'm on assignment, because there was no column this morning. And I'm about to head off into the sunset next week for a late spring break. But first, this just in: In the wake of IBM's (IBM:NYSE) good news, Piper Jaffray's Ashok Kumar, whose claim to fame in this column was his early warning on a falloff in Dell's (DELL:Nasdaq) sales momentum, is out with a new report that says, "The magic is back." He's talking about Dell. According to Kumar, whose commentary here caused the hostile React-o-Meter to spin out of control, recent checks now indicate that "Dell is on track to grow units about 15% sequentially and 50% year-on-year. ... This compares to our current estimates of 9% sequential growth." What's more, if Kumar is right, Dell clearly is gaining at Compaq's (CPQ:NYSE) expense. He says Dell is currently at 70% of Compaq's quarterly run rate. "If it maintains its current trajectory, it should surpass Compaq in the near future," he says. If Dell's momentum continues, Kumar says it should "translate to a revenue growth rate of 45% year on year to $5.7 billion. This represents a $200 million upside to our consensus revenue estimate. The 10% sequential revenue growth is impressive, not only because it is at the high-end of historical sequential growth, but also because it is off a larger base." On that note, back to being on assignment. >>