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

To: Eddie Kim who wrote (57630)	8/11/1998 1:30:00 PM
From: MichaelW	Respond to of 176387

Be careful what you swallow.

To: Eddie Kim who wrote (57630)	8/11/1998 1:32:00 PM
From: MichaelW	Read Replies (1) \| Respond to of 176387

We're in a healthy economy, no-matter what they feed you.

To: Eddie Kim who wrote (57630)	8/11/1998 1:36:00 PM
From: stock bull	Read Replies (1) \| Respond to of 176387

Eddie, the U.S. and world markets will recover, if Japan gets their monetary policies on track. If they implement banking reforms, cut taxes, stabilize the yen, and act quickly, things will get back on track. I have to believe that the IMF, Rubin, Greenspan, et al are working in the background with Japan in order to get things moving. Stock Bull

To: Eddie Kim who wrote (57630)	8/11/1998 1:39:00 PM
From: MichaelW	Read Replies (1) \| Respond to of 176387

In about 2 weeks Intel brings out the 450 mhz, don't miss the party. MW

To: Eddie Kim who wrote (57630)	8/11/1998 1:47:00 PM
From: Keith Howells	Read Replies (1) \| Respond to of 176387

Eddie, I'm not sure the market knows what it's reacting to. It's not only killing stocks with exposure to Japan but those that have none as well. I own some LOW (Lowes Home Centers). They exceeded estimates last quarter and will do so again this quarter. Absolutely no Asian exposure. Walmart announced excellent earnings today. Retail appears to be doing well. LOW is down 4% - same as DELL. Damned if I understand the rationale behind it. Today it seems to be panic.

To: Eddie Kim who wrote (57630)	8/11/1998 1:59:00 PM
From: JRI	Read Replies (1) \| Respond to of 176387

<<What Asia crisis? Asia's been in the toilet for years. Did somebody wake up, or excuse to sell. > Micheal W... Sorry Eddie, to use your excuse, sometimes I dont have time to send many individual messages <g> Actually, this is not true....The vast majority of Asian economies had outstanding growth rates in the early 90's, great (but a little bit slowing growth) in the couple years before last year. It was in the late spring of last year that things starting hitting the fan..... You are probably referring mostly to Japan, and, yes, although Japan is in the dumper now, it has had some fairly good growth a couple of years ago (for a period of 2-3 years or so)....It is relative to its FORMER growth rate (60's, 70's, 80's) that Japan's performance in the 1990's has been so poor.... I kind of view this whole thing differently. I see it as good that the markets are now (over) reacting negatively to any (potential) bad news out of Asia...I think that earlier this year the markets (and the stocks of some companies) were in denial about the situation.....The denial phase is pretty much over............The Asian crisis has a ways to go, but at least now the upside (in the markets) is greater...........IMO, we should see a "reallocation" of investment capital from those companies really affected by the crisis to those that are not....Dell, for the most part, is not affected by this crisis.....I also think it is great that Dell's earnings are coming out a week, so, once again, the average Joe can see that the "Asian contagion" is not making any sort of dent into Dell's growth (neither are sub-1000 computers, inventory gluts, etc)... Relative to Dell, this whole thing is way overblown.....Sure, the Asian crisis has hurt sales a little, but it has helped on the component cost side, so the whole thing has probably been a wash.....It is the Gucci's, the commodity exporters, the McDonald's that should worry (and their stockholders, too).... China, even if it "falls" to 5% annual growth, will still buy computers like mad over the next few years....Japan....growth (in computer sales) will resume before too long....last I saw, industry sales were down 10% y-over-y....This is a country awash in savings, where the government is wanting people to spend....computer sales will not remain down 10% y-over-y too much longer.....So, two of Dell's biggest Asian markets are still in good (enough) shape....Last I heard Taiwan and India are not grossly affected by the Asian crisis....(at least as far as computer sales are concerned).... As far as Dell is concerned, Thailand, Indonesia, Vietnam, Russia, Phillipines and Malaysia (for purchases) are irrelevant...S. Korea barely so...... The Americas and European (growth) remain 15x or 16x more important to Dell than what is happening in Asia (on the sales side) Like last October, any effects to Dell's stock price from this presents a buying opportunity.... BTW- China will not devalue..........The Yen will catch its feet within a couple of weeks, maybe a month or two..........once this is clear (again) the markets will bounce back up......This, too, is irrelevant to Dell's stock price.........Dell can explode up in flat or even declining markets..(witness late April/early May)