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

To: jim kelley who wrote (25981)	12/21/1997 3:14:00 PM
From: McNabb Brothers	Respond to of 176387

jim, Your last three post have all been on China and other countries and what it means to DELL and CPQ, and that is fine and dandy, but over the short term that won't amount to a hill of beans as far as what the stock does! Another thing with that is if that is so predictable then why can't security anaylsis predict the future more right than they do with over seas sales? If it were that easy then every one would be rich and I can tell you that is not going to happen either! Best of luck to you, but be very careful with DELL over the short term! Hank P.S.- I took it as a compiment when you single me out in your post a while back, since I've been a bear the longest on this thread and I'm proud of it! You need to give some credit to Gregory for calling it almost to the tee! And also to Paul since he almost got out on the high after the last bounce!

To: jim kelley who wrote (25981)	12/21/1997 3:21:00 PM
From: Lee	Respond to of 176387

Jim Re:<< China may help the DD makers by absorbing up to 10% of their volume>> I am sorry to say that I do not have any knowledge regarding DD makers in China or Korea. But from what I've read, their street business is booming, so US DD makers could see increased sales in that area if they market agressively in the region. (i.e. get their product on the street). This is the same area where the INTC chip architecture (socket 7 or slot 1) also came up. I presume because of prefabricated motherboards? Regards, Lee