Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: edamo who wrote (163076)	12/5/2000 12:31:45 PM
From: TTOSBT	Read Replies (2) \| Respond to of 176387

edamo what do you perceive a Bush administration doing for government purchases or re-order upgrades in the pc, workstation and server market in light of which box maker will get the lion share of that business? I guess another way of looking at this question is: 1) Has U.S. purchases been on hold til the election or new administration is clear? 2) How will Bush/Gore administration's effect those purchases? 3) How will Dell benefit from either? IMO MSD's agressive projection for this year..."our best year ever"...talk may have been stifled by the election debacle thus? TTOSBT

To: edamo who wrote (163076)	12/5/2000 2:08:38 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

ed. many articles address this subject, from economist.com to imf.org. interesting following bit from fortune, early Nov issue: The Euro Is A Raging Success--Really It Is Everybody's been dumping on the euro. Traders have hammered the new European currency, worth $1.17 at the dawn of its existence back in January 1999, down to 87 cents as of mid-October. In September, voters in Denmark turned down the chance to trade in the krone for the euro. And it's looking ever less likely that Great Britain will join euroland soon. There are people (mostly English-speaking people, it's worth pointing out) who extrapolate from these events that the new single currency is a flop, and that the European economic integration it embodies is in danger of unraveling. They are full of it. Europe is fine, and its new currency is by most reasonable measures a roaring success. In the 11 participating countries, stocks are now traded in euros, bonds are issued in euros, and corporate accounts are kept in euros. As a result, a new world has opened to investors who have long stuck to their smallish national financial markets--or more likely, simply kept their money in bank accounts. Not surprisingly, the first place many of them look to invest is the heartland of the global equities culture, the U.S. At the same time, European companies are finding that the new European financial markets reward the brave and ambitious in ways that their national predecessors did not. Many are using the money they raise in Europe to expand globally, including into the U.S. As a consequence, a lot of money is flowing from Europe to the U.S., inevitably pushing down the euro against the dollar. So while the euro's slide is not without danger--mainly the inflation risk it poses--it is also a reflection of the new dynamism of Europe's financial markets. Presumably that financial dynamism will eventually lead to an equally powerful economic dynamism that will send money cascading Europe-ward. Until then, it's a great time to go shopping in Paris. library.northernlight.com