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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 3:59 PM EST

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To: McNabb Brothers who wrote (25102)	12/14/1997 4:42:00 PM
From: Gold Beach	Read Replies (1) of 176387

Hank: I have been reading your posts on this thread for some time and have grown to respect your thought processes. I also appreciate the long term Dellheads thought processes too. Good arguments for both. Recently I was hammered on my long term FSELX (Fidelity Select Electronics) and EFII holdings. I was led to believe that the Asian crisis was the major culprit. But I also read somewhere that the Asian thing will not fully impact major US company earnings until sometime late first quarter next year. I would appreciate your thoughts about this topic as it relates to Dell and other stocks especially when do you think the impact will be fully felt and identified. Would also appreciate hearing from anyone else on the thread too. This Asian thing is really starting to hurt and sometimes I feel like getting out of the market and stop the bleeding. Any thoughts are appreciated. Don

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