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Technology Stocks : Dell Technologies Inc.

DELL 118.38

-0.9%

12:45 PM EST

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To: Jorge who wrote (57259)	8/10/1998 1:25:00 PM
From: Chuzzlewit	Read Replies (2) of 176387

George, I believe that we will depend to a great extent on Asia. If Asia is able to begin a rebound we will once again see very vigorous increases in corporate earnings. However, the continued Asian malaise does not seem to pose a significant threat to earnings other than what we have already seen. In other words, the full effects of the Asian problems are now being experienced. Bear in mind that there is also a real positive to this. Because of the Asian woes commodity prices such as oil are at historic lows (when adjusted for inflation). We have virtually full employment with no hint of inflation. That means that interest rates are unlikely to rise for at least the near term. A second positive is that US equities a traditional safe havens, meaning that there is probably a net flow of cash into the US markets, and a net flow of cash out of Asian markets. Finally, I think the y2k problem will have a fleeting effect on the markets. My guess is that the markets will drop in Oct-Nov-Dec of 1999 and stage a huge rally in Jan-Feb 2000 when the actual effects of y2k are known. TTFN, CTC

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