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

To: Venkie who wrote (25379)	12/16/1997 6:31:00 PM
From: Venkie	Read Replies (2) \| Respond to of 176388

JBIL: outlook is bullish.... Recent Developments. Fears about Asian financial turmoil and earnings pre-announcement comments from some of our customers have led to speculation on adverse impact to our future business. We think this speculation is not well grounded, because we do not produce the products significantly affected by these developments. -- Asia. The Financial decline of Asian economies is of modest impact to us. We estimate that less than six percent of our revenue is ultimately consumed in Asian markets. The short-term effect of devaluation of the Malaysian currency will be to reduce manufacturing costs from our Malaysian factory. This could have the effect of modestly increasing Malaysian income.

To: Venkie who wrote (25379)	12/16/1997 7:05:00 PM
From: hpeace	Read Replies (1) \| Respond to of 176388

venkie, may I make a comment.... I done the sell cpq routine when I thought or even knew cpq would tank. you hand the IRS a huge check and in my case end up in the AMT case with more rip off. May I suggest...just buy cheap puts on dell..don't even short... most times a put for .50 to .75 turns into $10 or $20 a share.... you pay profit on just that and my cpq alway came back which mean I was just up a bunch and send the IRS less money and keep the cpq. try it. I don't think you will find a SINGLE ONE OF MY POST WHERE I SAID SELL DELL.

To: Venkie who wrote (25379)	12/17/1997 12:04:00 AM
From: Rosemary	Respond to of 176388

Donnie, You can't figure this market. I guess prices got too good and money burns a hole in one's pocket, so everyone at once decided this was a good day to buy computer companies. I'm going to stay a little suspicious of this market for awhile anyway. It won't stop me from buying in, but any hint of anything, and I'll be gone. And I think there are a lot of people thinking the same way, so be careful thinking the top is never ending.