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

To: OLDTRADER who wrote (164427)	3/16/2001 10:24:15 AM
From: jhg_in_kc	Read Replies (1) \| Respond to of 176387

In contrast to its stance two months ago, Compaq will now respond to sharp price-cutting, particularly by Dell. In February, Dell cut 1,700 full-time employees as part of a plan to use pricing pressure to grab market share in PCs and server computers. "You'll see us become far more aggressive on overall pricing," Mr. Capellas sai ___FROM wsj

To: OLDTRADER who wrote (164427)	3/16/2001 11:28:51 AM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

Bank of International Settlement (BIS) quarterly report: ...Japanese banks in particular were active buyers of US agency and corporate securities. bis.org there is a well-known relationship between the shift of Japanese Yen to U.S. Treasuries and a bottoming/rising U.S. Stock market ("corporate securities" in this sense is inclusive of bonds, not just stocks) the Federal Reserve, in fact all such banking institutions, hail to the BIS, the ultimate source of capital and verbal b.s. they were advising the Federal Reserve in August of last year not to be too quick to lower interest rates...things were fine. But, guess what, a shift from the U.S. Treasuries to the Euro (by U.S. corporations) is also receiving notice: ...A feature article sheds light on how the broad US dollar fixed income market might operate as the stock of US Treasury securities shrinks. The analysis draws parallels from the changing roles of Treasury and other obligations in the dollar money market in the 1980s. The author finds that the market followed a "tipping" process, in which market participants shifted from one benchmark to another, specifically from the Treasury bill to the eurodollar. this is another form of "taxation without represtation". the U.S. equity market is made to pay, or give up to, the the U.S. and Eurobond markets their "managed excess". this is done through interest rate management the bright side is that corporations find additional capital through the shift to bonds - capital generally used to upgrade and become even more profitable the issue now isn't that corporations LACK capital for upgrades. the issue is timing.