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Technology Stocks : Dell Technologies Inc.

DELL 140.41

+1.1%

3:59 PM EST

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To: Chuzzlewit who wrote (89036)	1/13/1999 2:35:00 PM
From: Lee	Read Replies (1) of 176387

Hi Chuzz,..Re:.What really scares me is that the US markets have rebounded so sharply from the opening. This is old news Chuzz. Mohan and I talked about it in early December when Brazil was discussing widening the trading limits on the Real. Everybody should have expected it. Furthermore, US exports to Brazil comprise only about 2.2% of our total exports. The market rebounded because it's old news and build-out of networking activities in this country to enhance productivity is still a primary objective. (Just look at TLAB!) Lastly, it was observed on CNBC that the US tech companies are not so exposed to SA as are some of the money center banks. That still leaves the regional banks healthy and they've been carrying the BKX since summer anyway. Tried to buy more CSCO, CMGI on sale but the market was too fast! <g> Regards, Lee

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