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

To: BGR who wrote (59796)	5/19/1999 6:06:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

BGR, I expected Dell to miss having a good quarter. They did. The sequential earnings stank. The stock got overpriced because Komar said they were going to be up 15%. Surprise, surprise. I am always honest in my replies unless I put a <g> after them. That doesn't mean I can't be wrong. I can't be, but that doesn't mean I can't be. <g> But I don't even know what analyst expectations are unless I happen to stumble over them. What a bunch of Wall Street shils are saying after the company pulls their strings is no use to a valuation player. For example, AMAT beat expectations but had a down 5% quarter, year over year. The herd loves it and a valuation player says, "eps down 5% over a year ago. Price up 60%. How much do the puts cost?" <g> Ditto for Dell. I expected a disappointment and they delivered it. Growth is sinking. The stock is overpriced. They are running scared looking for some way to get a thumb in the dyke so they can sell their shares before the non-insider stockholders eventually take the pipe.