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

To: jbn3 who wrote (27912)	1/19/1998 3:44:00 PM
From: Lee	Respond to of 176387

Hi JBN3, **Off Topic** 8% is still a very nice GDP growth rate, especially considering Japan is getting close to 1%. It's also more manageable than 14% and in their effort to convert SOE (State Owned Enterprises to privately held businesses) I would expect some bumps in the road. Also, apparently part of the reason for slowing is the slowdown in export growth due to the crises in the rest of SE Asia. A few links which illustrate the contributing economic variables. scmp.com Beijing Fears Exports Face Double Squeeze scmp.com - SOE Reforms Could Fall Victum to Fight Against Slower Growth (12.7 to 7.9%) scmp.com - Yuan Stands Alone, But Pressures Grow - China could maintain eco growth 8 - 9% ms.com - Non-Japan Asia: A Quick Summary of Data Releases (FDI = Foreign Direct Investment) Maybe DEC is trying to 'level the playing field' pre-earnings for competitors? Have they already reported earnings? Lots of rumors around about DEC getting bought too. It's a $5+b cap company and we know that their service business is attractive? Regards, Lee

To: jbn3 who wrote (27912)	1/19/1998 5:26:00 PM
From: Venkie	Read Replies (1) \| Respond to of 176387

Jim Patterson said Nvls was in the process of getting the coffin nailed....He was way wrong.. Nvls beat the numbers today and cc was very positive ..even Asia It looks like they be one of the eqp makers who will build for the copper chips. They have shipped some already"probably Ibm". This is on topic with Dell beacause it all boils down to the tech sector. Dell seems to usually follow the moves of the Nasdaq and we want the Naz to Rally. The Cpq thread isn't that exciting and the hopes aren't as high as here on the Dell thread. This ought to be an exciting week and I hope Hank doesn't get caught in A dELL whirl wind. Things look pretty bullish except for a few..They cant keep blaming everything on Asia.