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

To: Boplicity who wrote (36245)	4/1/1998 8:43:00 AM
From: Patrick E.McDaniel	Read Replies (1) \| Respond to of 176387

Greg, lots of pre-market trading on MUEI, any ideas? Pat

To: Boplicity who wrote (36245)	4/1/1998 10:25:00 AM
From: jbn3	Read Replies (2) \| Respond to of 176387

re CPQ indicating that their recent inventory problem has or is correcting itself would do it. Greg, the problem I see is that with the DEC acquisition, there are going to be a multitude of opportunities for CPQ to obscure any embarrassing data as part of the merger costs. I'm not stating that CPQ would do that <vbg>, but I think it presents the CFO a heaven-sent opportunity to 'equalize' or 'disappear' short-term negatives. In that light, any statement the company makes regarding its inventory problem may prove very difficult to verify or negate. As for me, I shall carefully scrutinize CPQs next couple of quarterly statements. (FTR, I am long CPQ.) When asked about CPQ on CNBC this morning, Cramer reiterated his long position on DELL, but said he was almost as bearish short-term as bullish long term on CPQ, and that it would be a good long-term investment for his grandmother. DELLish, 3.

To: Boplicity who wrote (36245)	4/1/1998 12:37:00 PM
From: jim kelley	Read Replies (5) \| Respond to of 176387

Greg, This is April 1, the day that Japan is deregulating its banks and investment companies. Japanese savers and investors no longer have to be satisfied with 1% return on their penny saving plans. They can buy US and Eurobonds and get much higher rates of return. They can also invest in the US and European stockmarkets. I expect that the US bond prices will be bid up and that the stock market will respond sympathetically. What is unknown is how long this will take. If I were a Japanese investor I would want to invest abroad and hedge my foriegn investments against a devalution in the Yen. We are already beginning to see pressure on the Yen. I expect the US bonds prices to rise soon followed by the stock market. I do expect that the 9000 dow will be penetrated within a few weeks at the most. As for CPQ, I believe their problems are extremely serious. They seem to be blaming their "disloyal leiutenants" for this problem. If that is true they are out of control. If it is not true they are lying. From a business standpoint the latter is preferable. However, it betrays a character problem in the company's management which can not be easily overcome. DEC is a notoriously difficult company to manage so the combination of the two companys is bound to lead to more disappointments down the road. I suggest a good twelve step program for CPQ.