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

To: Leo Francis who wrote (61174)	6/1/1999 1:44:00 PM
From: Knighty Tin	Read Replies (4) \| Respond to of 132070

Leo, Nobody is counting Dell the co. out. Just Dell the overpriced stock. The 40% eps gains will not last long and are not very impressive compared to the 60 pe ratio. And the net is no advantage to Dell over telephones. Same cost set up. The other crap they sell is too pricey for anyone normal to buy. Nope, this is a one trick pony and the trick is getting long in the tooth. Dead meat as a stock. The purchasing managers report was high, but leading indicators sucked. I think the economy will roll over from overdosing on debt and that inflation will be the least of our problems. The Fed is adding reserves so fast it is hard to believe they are serious about tightening.

To: Leo Francis who wrote (61174)	6/1/1999 5:22:00 PM
From: Ilaine	Read Replies (1) \| Respond to of 132070

FWIW, I have a working hypothesis that great commercials and print ads are contrarian indicators that the stock is about to stink up the place. So far, no hard correlation, except as Exhibit "A" may I point to Iridium, which had the best ads I have seen in a while, and Sony and Phillips, which both tanked shortly after I bought them, dazzled by their great ads. This hypothesis does not apply to consumer goods, e.g., Coke, VW, Nike. Come to think of it, maybe it should?