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


To: JRI who wrote (135785)7/8/1999 12:17:00 AM
From: Yamakita  Read Replies (1) | Respond to of 176388
 
John,

" Just read more about Japan, inc. The party there is not beginning anytime soon...."

The party's been rocking for at least a year (but especially in the past six months) with Softbank! The Nikkei's up more than 30% for the year too.

Not that I'm optimistic on the whole of Japan or anything .... but I do think it's a stock picker's dream right now for Net related stocks.

Btw, I'm having dinner with my Dell Japan salesperson (we've become pretty good friends) next week--maybe she'll have some good news!

Yamakita

PS I'm betting that Dell is going to have a seriously great q, and that it will convince the Street (which has a memory of about six weeks) that Dell is still Dell, and we will rise accordingly. I'm maximally loaded on 2001 leap calls, at lots of different strike prices.