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Technology Stocks : Dell Technologies Inc.

DELL 127.22

+3.8%

Nov 24 3:59 PM EST

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To: Diamond Jim who wrote (69692)	10/6/1998 7:08:00 PM
From: Moneysmith	Read Replies (3) of 176387

The tech sector should get an immediate boost from the AMD numbers especially coming right behind MOT with INTC soon. If we get enough upside surprises then you have a momentum shift in the whole market such as we saw in July. This time of course, we are in a hole, but it will be good earnings that will lead the way out, all the international noise notwithstanding. I expect to see good numbers from MSFT; AAPL; YHOO; and IBM. Watch Japan; the yen is the key IMO and it is running away from the dollar...a weaker yen and a stronger market go hand in hand.

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