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Technology Stocks : DELL Bear Thread

DELL 138.80

-2.7%

Nov 11 3:59 PM EST

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To: Marq Spencer who wrote (2250)	11/4/1998 4:59:00 AM
From: Moominoid	Read Replies (1) of 2578

Well your diagnosis is exactly what I am finding. With DELL though I always add a big pinch of salt to any negative diagnosis and just play it day by day. The Globex S&P 500 futures is up 7.50 which is giving me second thoughts on my entire strategy. This whole thing seems to be running off the Barton Biggs statement on Japan but it doesn't seem to be contained to Japan. Here the Reserve Bank didn't cut rates (as I'd predicted) and the market plummeted, but as soon as Japan opened we went up to close the day up slightly.... David

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