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To: Hawk who wrote (26369)12/27/1997 12:18:00 PM
From: Jerry Miller  Read Replies (1) | Respond to of 176387
 
...probably not.
the stock is followed too closely for this "news" to be a
week old, and not be reflected in the stock price.
if it were true, we'd have been in the 50's a week ago.

don't you think so ?



To: Hawk who wrote (26369)12/27/1997 12:27:00 PM
From: Boplicity  Respond to of 176387
 
<<Yet any gains from chip prices could be offset by lost sales in
Asia--which is why Dell forecast an earnings slowdown last week.>>

I have not seen this at all anywhere. If they did I and other bears would of been all over it.

Greg



To: Hawk who wrote (26369)12/27/1997 1:54:00 PM
From: Ian Davidson  Read Replies (1) | Respond to of 176387
 
I certainly never heard anything of a revenue slowdown, and as Gregory suggests, if we had the bears would have been all over it. Probably just some more irresponsible journalism that is rampant these days. On Wall St. Week last night, John Dessauer, one of their keenest guests who specializes in global trading especially in the Far East, suggested that things were awfully overblown (oh?) and then recommended two TECH STOCKS....LSI Logic and Motorola as examples. I've been watching Wall St. Week for 14 years now, and this is the first time I've heard John Dessauer recommend a tech stock. I couldn't be absolutely 100% sure he's never recommended one, but I can't remember it. Usually stocks like Countrywide Credit and Fannie Mae.

Ian



To: Hawk who wrote (26369)12/28/1997 8:04:00 PM
From: hpeace  Respond to of 176387
 
Asia is just a piece of financial junk.
Just Like El Nino. Every time I turn around , El Nino is the reason that we had
sleet this weekend, or why my Cancun trip had a couple of days of 69 degreee
weather, or why corn is up or coffee is down.

In reality El Nino is the reason the market crashed more than
the Asia bunk.
Asia accounts for 7% of the world trade and if you exclude
China and India which are doing okay, Asia is 4%.
So, don't beleive all the bunko......
The fat cats and the elite in the mutual fund and management biz
wanted to lock in their million dollar bonus checks... it's that simple. Sometime in
first qtr98. they pick up all the bargain stks they crashed and run them up
25-40% so they can have another huge bonus next yr.
The con game of the century is the way this works.... they can spew
out all this junk....okay...but, don't expect me to beleive it...
instead , I'll try to predict their game and profit from it...
I certainly want complain about them distorting stk values.
I'll find the one's the most out of kilter and buy them.