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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?

To: Moominoid who wrote (1509)	8/16/1998 10:43:00 PM
From: JRI	Read Replies (1) \| Respond to of 2578

G'day: Sorry, but a fail to see ANY statistical relationship between the FTSE and DAX being down, and the stock price (and future stock price) of Dell Computer. Context, Europe's leading research computer on the computer industry has independently forecasted strong European growth in the coming years, due to the factors I mentioned......Dell (and other manufacturers, including CPQ, have also focasted big growth going forward).......I did not even mention industry consolidation, which is also a trend for which the largest manufacturers/distributors (Dell, HP, CPQ, and IBM) are benefitting greatly (and will continue to benefit) at the expense of the small manufacturers...Several small European computer makers went out of business in the last couple years....and more will continue to lose marketshare and go out of business.... Japan has been in a bad economic slump for a while...Dell Computer continues to have great growth rates there....Japan will be spending more in the future....it is a given...they are all "saved up"....so regardless of a morbid economy (and barring a total world economic collapse) look for a PC sales recover soon in Japan...Dell will either continue to grow at a fantastic rate (like now) or a super-fantastic rate in Japan. Take your pick, either way, good news... I think one mistake bears are making with Dell is that they like to lump Dell in with the mass of tech companies, many of whom are and will have problems due to Asia.....If bears would just do a little research, they would find that Asia is an insignificant problem for Dell, if it can be considered a problem at all (since so much is sourced from Asia, Dell benefits greatly from the lower component prices brought on by the current malaise).. Good luck with your other investments...