Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 138.57

-0.3%

3:56 PM EST

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To: eddie foree who wrote (130099)	6/1/1999 2:50:00 PM
From: Chuzzlewit	Read Replies (3) of 176387

Eddie, the Fed is irrelevant other than as a bully pulpit. Long term bond rates are set by free markets. Right now we are seeing long bond rates edging close to 6%. That implies that lenders are forecasting 3 - 4% inflation. Real rates of return (inflation-adjusted) have historically trended in the 2 - 3% range. There are some implications to consider. Is modest reinflation necessarily bad for Dell? I don't think so because I think that the major source will come from Asia. That being the case, I think that Asian computer sales will be a driving force for Dell over the next few years. On the other hand, any perception of increased inflation causes the equity markets to slip. We will just have to see which factor will provide greater influence. TTFN, CTC

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