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Technology Stocks : Dell Technologies Inc.

DELL 140.41

+1.1%

Dec 8 3:59 PM EST

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To: Gary Wisdom who wrote (47757)	6/15/1998 11:26:00 PM
From: Techie	Read Replies (2) of 176387

Hmmm, so what you are saying is that all the tech companies that cited Asian crisis as, at least partially, responsible for the shortfalls are marginal. Perhaps, but that pretty much covers the entire industry except perhaps Dell. I think they grew ~35% in that region. Could it be because their business in the region was REAL TINY? Opinion Economists? Financial Analysts? I agree with your last statement (SEG will survive but WDC may not), but would you have called either one of them "marginal" 18 months ago? To repeat the thoughts expressed by a fellow bear: Dell is one of the greatest companies I have looked at, but it's tough out there and dog eat dog in this business. Oh, wasn't that the 50dma that broke today?

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