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

To: SecularBull who wrote (56717)	8/6/1998 3:27:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Long, The bull is not dead. What you are witnessing is a revaluation of the market based on the forecasted earning of different stocks. Some stocks will have reduced profit and or revenues while other stocks will show increased profits and revenues as the world economic situation changes. The export/import flows will adjust to the changing economic situation. For example, DELL will benefit from these changes while the auto manufacturers may take a hit form foreign imports.

To: SecularBull who wrote (56717)	8/6/1998 3:27:00 PM
From: Keith Howells	Read Replies (2) \| Respond to of 176387

LONGonDELL, Your last message phrased the concerns of the longs, at least this one, very well. I look at today's action and am concerned that this computer stock has not snapped back like all of the rest. GTW, CPQ and even MUEI have rebounded somewhere between 5-8%. Why not Dell, why not today, are the questions that I ask. -Keith-

To: SecularBull who wrote (56717)	8/6/1998 4:32:00 PM
From: Lee	Read Replies (1) \| Respond to of 176387

Long,..Re:<<Even with Asia, DELL will perform extremely well on a fundamental basis.>> I agree with your overall appraisal of Dell's future; however, it is necessary to clarify other remarks. Re: As far as Asia goes, I would expect growth to be muted for DELL there It is my understanding that although Dell's exposure to Asia is approximately 7% or less of total revenues, these revenues, nonetheless, are growing at a 65% annual rate. Re:Does Asia spill over to Europe and Latin America? I haven't seen info on S America but I believe we have recently seen two glowing reports out of Europe. Also, we have passed the one year mark from when the whole SE Asian crisis started, (with the Thai Bhat), and in that time, European sales have increased and are showing healthy gains yr/yr. I didn't dig up the numbers but these have been fairly recent posts. IMHO, recent reallocation of market funds looks to be to lower PE stocks in some of the ones I watch and I guess this is because they are percieved to have more value. Maybe, some are equating value with less volatility. Or maybe value just looks like something that can't go much lower now?<VBG> Regards, Lee