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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Frank Ellis Morris who wrote (134052)	6/23/1999 10:55:00 AM
From: Mohan Marette	Respond to of 176387

<--OT-->Frank,look at it this way if the Chairman can deflate the market temporarily that in turn should reduce the 'wealth effect' and the torrid consumer spending which normally is one of the causes of higher inflation.There is a thing called 'sustainable growth' you know. So the choice is between unsustainable hypergrowth,high inflation and severe increase in interest rates or a bit of a 'temporary deflated market conditions' with slight increase in rates and sustainable growth. Talking down the market is one way to reduce the magnitude of the rate increase (if it is necessary)they tell me.

To: Frank Ellis Morris who wrote (134052)	6/23/1999 11:12:00 AM
From: Sonki	Read Replies (1) \| Respond to of 176387

frank, ML made +tive comments on Dell. With Asia on rebound Dell will continue it's run again soon. PE still hi but price/sales low enuf. Tom Dorsey was still bearsih on Dell. so we might remain in trading range till 2nd half.

To: Frank Ellis Morris who wrote (134052)	6/23/1999 11:13:00 AM
From: jim kelley	Respond to of 176387

Interesting point. Sounds like they are trying to close the barn door after the cows got out. <g>