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

To: OLDTRADER who wrote (143877)	10/6/1999 11:16:00 AM
From: JRI	Read Replies (1) \| Respond to of 176387

Volume pretty weak (in Dell)...everyone waiting to hear the scoop about Taiwan...my guess is that (much more likely than not) the worst of it is priced into the stock...and we should get a pop during/after analyst's meeting... Also, we are now in Dell's 2nd 6-week period (of the quarter)...the stock is much safer here (until earnings)...some momo's jumping in (not like last 2 years, but a few nonetheless)..other big tech's (great) earnings are going to help....also, market will get bored worrying about Fed in November...market will probably price in a hike...(has already?)...and focus on earnings the rest of the year........ This puts stocks (big cap, liquid) in good shape for the rest of year...Fed will not tighten around Christmas........we should be in a "no lose" situation concerning Fed. Nov. meeting (if no tightening....hooray....if tightening, expected...and they are done for the year)..........some flow of funds from overseas (safety capital) brings the yield on the 30-year well below 6.00...........historically good times for techs/stocks (between now and end of year).....Yen situation ALREADY working itself out... And, the most beautiful thing......TONS OF CASH ON THE SIDELINE....It's gotta go somewhere Bill <G>.... All need to hang tight until January...whatever ground we lose (on an individual day(s) here, November ) will be made up by January....