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Technology Stocks : DELL Bear Thread
DELL 138.80-2.7%3:59 PM EST

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To: lin luo who wrote (2215)10/28/1998 5:35:00 PM
From: The Phoenix  Read Replies (1) of 2578
 
Lin luo,

How many computers was DELL selling into Brazil prior to the new austerity plan? I'm still trying to formulate my position on DELL but I don't see what's happening in Brazil as being bad for DELL... Quite to the contrary actually. Their overall stability is what DELL needs - they don't need the populace to be able to spend. Yes, I know that DELL has started to invest in Brazil, but they could scale that down given the current conditions. They're not "pregnant" yet.

OG
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