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To: Gabriel008 who wrote (29435)2/8/1998 8:37:00 PM
From: Najib Mehanna  Read Replies (1) | Respond to of 176387
 
The greater fool principle is in effect, and especially buying dell at over 100.



To: Gabriel008 who wrote (29435)2/8/1998 9:18:00 PM
From: jim kelley  Read Replies (1) | Respond to of 176387
 
Gabriel,

Thanks for the post.

Looks like they are fully hedged for the next few quarters. No impact on this quarter from the sales side. I wonder what the hit last quarter actually was?

I have been trying to get a better feel for the margin situation. This is very difficult to do because it depends on product mix, component cost and the price reductions. It would also be affected by hedging.

I was looking for a source of southeast asian currency exchange rates. It has to be historical as well as current. These could be used to get some idea of the effect of currency devaluations. Know any sources?