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Technology Stocks : Dell Technologies Inc.
DELL 133.78-0.1%3:59 PM EST
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To: McNabb Brothers who wrote (25022)12/14/1997 1:11:00 AM
From: Beachbumm  Read Replies (1) of 176387
 
Hank, that post was interesting enough to cause me to reply.

Difficult for me to envision a real bear market (a la '73-74) when utilities are making new highs and bonds closed below 6%. Thanks to Asia, the world is now convinced that the only place to park one's dough is in US assets. Of course, the strong dollar will hurt our exports. But deflation? Forget it. What costs less in your community? (I recently went shopping for legal services for a $10,000 dispute. I've been laughed out the door. No one's interested in such small potatoes -- they're too busy.) Greenspan will raise short rates in '98. It is impossible to obtain skilled workers in any market. They are being bid up. He is not a new paradigmer; he will not tolerate this high level of employment. He sees no threat of deflation.

Also, I was amused that you will hold STEI during this coming bear. Its PE is almost the same as DELL's.

Beachbumm
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