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Technology Stocks : Dell Technologies Inc.

DELL 138.80

-2.7%

3:59 PM EST

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To: JRI who wrote (107140)	3/4/1999 3:28:00 PM
From: Lee	Read Replies (2) of 176387

Hi John,.>Re:.It's going to be tough for high cap growers...especially techs..to make a lot of headway (price) while the bond is at 5.7% If you look at the rate in '96 in a rising rate environment, you will notice that even then with rates close to 7%, the S&P gained a little over 25% so it's not quite correct to attribute low growth directly to rates. It's also mostly a function of earnings and we've made big gains in the last several years where earnings have been good in spite of long bond yield. Inflation has also been trending downward for several years yet yield didn't really start to get near the 5% mark UNTIL we had huge 'flight to quality' buying in the last year and a half. This current yield is not out of line with the economic numbers that have been published recently. If you are looking for the bonds to rally, then you must also see some significant domestic economic slowdown or some other global risks which would affect yield 8 - 12 months out. bigcharts.com bigcharts.com Regards, Lee

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