SI
SI
discoversearch

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 : Digital Equipment Corp. (DEC) -- Ignore unavailable to you. Want to Upgrade?


To: Tom M who wrote (2777)1/24/1998 1:26:00 PM
From: stock bull  Read Replies (2) | Respond to of 3276
 
Tom, what "details" are you referring to when you mentioned next Wednesday in your posting?

Thanks for the information.

Stock Bull



To: Tom M who wrote (2777)1/25/1998 12:27:00 AM
From: George Dvorsky  Read Replies (1) | Respond to of 3276
 
Tom,
RE:<<<<" Europe will be in the same boat as the US in relation to import/exports. They will also have the option of buying incresingly cheaper Asian exports vs expensive US exports. We're expecting big trade deficits because of this, why wouldn't Europe also prefer to buy cheaper Asian imports ">>>>>

DEC is not into the sub-1K market or the home PC market, so cheap doesn't matter there. The SERVICE business has no Asian competition that I know of, and could only benefit from lots of PC's flooding Europe. Europe will not be buying large quantities of high end servers from Asia, and that's where the margins are.
I'm not saying everything is rosey, but the dark clouds haven't peeked over the horizon yet.
If you get nervous, buy a few cheap puts to protect your postition. It will cost you a few bucks of profit, but will get you some more sleep. Just root for them to expire worthless...

gd