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Technology Stocks : Dell Technologies Inc.

DELL 145.40

-2.5%

1:33 PM EST

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To: Mohan Marette who wrote (95042)	2/5/1999 9:17:00 AM
From: Lee	Read Replies (1) of 176387

Hey Mo,.>Re:. You playing anything? Out of ideas temporarily! <g> Might play housewife and get ahead on some chores! <VBG> Nah, got all weekend for that stuff! You got any ideas? I like INTC, but I also liked it several months back at 65 and didn't do anything so I'll just keep liking it from the sidelines I guess. <g> Cash bond more reactive to jobs report than March bond. My data is on the March bond so don't see the cash bond values, but TYX, cash long bond rate, hardly moved on the jobs report compared to last August when it moved hugely on that report for instance. So since things are really good for main street, this should bode well for earnings going forward and the 30 yr. treasury might start worrying about an overheating economy, (i.e rates creep up further apart from the Fed). Bond has been disconnected from most eco data since July '98, (I stopped trading it then because couldn't tell when everybody was going to do a 'flight to quality')<g> Let me know if you have any good ideas.

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