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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: Lucretius who wrote (71135)	10/9/1998 5:43:00 PM
From: D.J.Smyth	Read Replies (1) of 176387

our market reacts more to Intel/Europe than to Japan (some of the rate custs in Europe were mentioned after market closed there) US Trade with Asia (total ) is 11%. trade has never been an issue. currency exchange trading relative to yen vs dollar compared to dollar vs other european currencies is about 5% yen vs 95% other -traders more heavily leveraged with European currencies than yen. European currency leverage outstrips yen tading on the upcoming transfer to the Eurodollar and heavier trade bw US and Europe. bets on the yen are mostly speculative and have little to do with trade exchange rates/hedging. riddles make us all feel more important. if you're referring to the following article biz.yahoo.com this amounts to $3.2 billion. not much in daily activity. so they've straddled with other currencies vs yen or Shioya's comments today: biz.yahoo.com the Japanese are moving more toward intl purchases of goods. strong yen means cheaper imports, lowering of trade surplus for US. some positive effects if you mean that another anticipated rate cut in the US could lead to US Treasuries being offloaded by Japanese...a rate cut causes the value of US bonds to go up relative to the value of the Yen with stable exchange rates. so this in itself would not prompt a sell off of US Treas of course, in down markets, ignorance is a presumptive way to handle trading, i.e., sell besides, Dell will be a key note presenter at the BT ALEX BROWN technology conference running Monday through Thursday next week. they told me this week, all week, that nothing has fundamentally changed at Dell since MD's last speech in SF on the Sept. 29 which was bullish

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