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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

3:59 PM EST

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To: Chuzzlewit who wrote (72378)	10/16/1998 10:27:00 AM
From: Moneysmith	Read Replies (1) of 176387

To Chuzzlewit money moves to where ther are Great Expectations but there is a Twist. Currency fluctuations are a component in the decsion making process. The US dollar has been on a wild ride lately hardly inspiring confidence. The Swiss Franc has attracted interest even though their rates are low and so has the Deutchmark and Yen. The latter has been been strong because it is the world's second largets economy and they have a trade surplus and they seem to be addressing their problems with the means at their disposal. High relative rates in the US are a factor of course but these days currency stability is important. Repatriation to Japan is clear but I don't see repatriation to the emerging markets as a clear trend.

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