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

To: Tweaker who wrote (42661)	5/17/1998 11:22:00 AM
From: Paul van Wijk	Read Replies (1) \| Respond to of 176387

To all Dell-heads, 1. ING BARINGS stated "stocks are trading excluding negative impact Y2k" 2. Their report will trigger a chain-reaction, 3. ING BARINGS expect dutch stock-market to drop 15 to 40% 4. Companies that will be hurt most are mainly the BLUE CHIP stocks like ING, UNILEVER, AKZO, PHILIPS etc. 5. IT-companies will profit initially. Don't bet on new technologies anymore. We cannot afford them at this moment. To make a very long story short; 1. Stock-market will start discounting the (negative side) of the Y2k-news, 2. Initially Y2k some of the IT-companies will rise, 3. Bonds won't be a safe-heaven on the long run because ING BARINGS expect rising interest-rates, rising inflation, 4. Sectors that will be hit hard are; FOOD, Chemical Industry, Energy, Transportation, Telecom, Assurance, Banks etc. 5. Small-caps will/can be (temporary) safe heavens. 6. Gold, Silver (Buffet) and other metals will rise, 7. Don't be suprised if Greenspan announce that margin on stocks (now 50%) will be cut, 8. Multinationals are not the companies to bet on. The Netherlands are just behind US, UK, Canada. If ING BARINGS expect our index to drop 15 to 40%, ask yourself what including Y2k news will mean for countries like France & Germany & Japan. Civilized countries that are behind in schedule. 9. I'm not predicting the end of the world, I'm aware that steps will be taken to minimize the impact. But there is no way we can longer afford to deny Y2k. 10. USA will hang on companies like TAVA & EDS & IBM & DELL & CPQ & INTC to face the enormous challenges. It is not a coincidence that MSFT is not on the list. We don't need their (useless) new technologies at this moment. We can use their skills for better purposes. 11. Bill Schwarzkopf & Colin Powell are the kind of leaders we need today. And I still have faith in President Clinton. I want to apologize again for pumping my ego in my previous posts. It was not my intention, nor is it my first priority to benifit financially from Y2k, although I will and all ready did put my money were my mouth is. I'm not saying that everything I say is 100% true. But I'm at least close to the truth. Please don't shoot the messenger. It is hard, but we have to face reality. NOW! I would gave every dime I have if I could turn Y2k into the hype it was a few years ago. Paul