Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Venkie who wrote (26392)	12/28/1997 2:21:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Venkie, Hi!!! Happy New Year....and it will be........ Rumor has it that many of the fund managers have been discussing the margin situations due to the Asian Flu......in the recent weeks...Dell has been the topic of conversation with many of these managers....word around is..... due to the collapse each time of the markets overseas....Dell buys components on these diips...Also, concerns over inventory.......Dell once again the mention of the possible greatest benefits due to the direct sales and quick inventory digestion.....CPQ possibly clogged with inventory ....another rumor as to why fund managers are possibly targeting Dell as the one to invest in .....these rumors are a possible upgrade of Dell by an investment firm in the near future.... Best, Kemble

To: Venkie who wrote (26392)	12/28/1997 6:23:00 PM
From: Lee	Respond to of 176387

Venkie, Thanks for the news out of Tokyo. Mr. Yen has the right idea but from what I understand, he has a monumental bureaucracy to overcome. It is good that he speaks of restructuring though as that's part of the fundamental changes needed. Since Japan's economy is so much larger than South Korea, it is important that they get their economic house in order to help stabilize the other Asian countries. I understand that Malaysia has already tried to change their $ denominated debt to yen denominated but Japan didn't fall for it. Regards, Lee