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

To: BWAC who wrote (163256)	12/15/2000 11:11:09 PM
From: mepci	Read Replies (1) \| Respond to of 176387

BWAC: Look around at the destroyed investment quality stocks. Take APCC today. LPX trading at less than just its timber land value. Grocers. DELL even. LU. WCOM. Banks. Let us talk about one or two of the above. Did Greenie did it to Dell. You got to be kidding. At 25 p/e today Dell still has a high p/e. A lot of us on this board excuses coming out of our ears for Dell's situation. Dell is doing fine (at least as much as the company is telling us). It is healthy for Dell to be at this p/e or even below. LU a great example of not keeping the lead in technology. WCOM a slick operator. Grocers- My grocers Giant and Safeway are doing fine. I don't follow LPCC or LPX. You mean to say their trouble is because they can't get enough money to spend on infrastructure. Greenie's actions generate results, because he did those when the economy is ready for those. The economy is now ready or close to ready for lowering the rates. Most times the financial markets drive the conditions to force the FEDs into take actions(no conspiracy). If the FEDs reduce rates and then Bush spends a trillion and half in tax cuts, and expect leave the credit load on the federal Govt., you can easily negate the effect of rate cuts and accelerate inflation. Ours is a well balanced economy. People have to be careful in tinkering with it. Besides where is the surplus to spend on tax cuts. If you keep trust accounts separate, there won't be any surplus. I will vote for lowering the rates, not for tax cuts.