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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: D.J.Smyth who wrote (81729)	11/21/1998 5:12:00 PM
From: Craig Lieberman	Read Replies (1) of 176387

Darrell, RE: the Japanese parliament leader denied rumors of a potential tax cut in Japan after our markets closed... You may be right. This could be what LT is keying off of, but even so... If the Japanese market collapses due to no tax cut... The dollar rises vs the Yen... how much of DELL business is in Japan right now? Lets say there is a panic and the overall US market drops 20% in sympathy. Does Dell participate in the fall at 2 1/2 times the rate of the overall market? I don't buy it, not for one second. Much more likely that we will see $90 to $100 by next February than $30. And remember once it is above $100, the next split is much more likely. Craig

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