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Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

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To: Eddie Kim who wrote (57630)	8/11/1998 1:47:00 PM
From: Keith Howells	Read Replies (1) of 176387

Eddie, I'm not sure the market knows what it's reacting to. It's not only killing stocks with exposure to Japan but those that have none as well. I own some LOW (Lowes Home Centers). They exceeded estimates last quarter and will do so again this quarter. Absolutely no Asian exposure. Walmart announced excellent earnings today. Retail appears to be doing well. LOW is down 4% - same as DELL. Damned if I understand the rationale behind it. Today it seems to be panic.

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