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Strategies & Market Trends : Stock Attack -- A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Robert Graham who wrote (5113)1/23/1998 1:15:00 PM
From: Hawk  Respond to of 42787
 
Bob

As far as DELL is concerned. Michael Dell
has said that they derive 7% of their revenues
from ASIA and that 70% of their component cost
are from there. SO I would think that the situation
is helping them not hurting them. If this thing
with Clinton turns out to be just noise and not true
I think the market is going to blow off some steam to
the upside.



To: Robert Graham who wrote (5113)1/23/1998 6:18:00 PM
From: GROUND ZERO™  Respond to of 42787
 
Bob,

Watch the action in the bond market. The coming decline in the bonds and subsequent rise in long term rates will likely put a snag in the bull market argument, I believe. Also, the weaker dollar will aggravate the problem.

GZ


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