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To: Tweaker who wrote (60552)	8/24/1998 11:33:00 PM
From: Tweaker	Read Replies (1) \| Respond to of 176387

I just got my copy of "The Roaring 2000's" by Harry S. Dent from Amazon.com. In reading the book I cannot help thinking of Dell. Some quotes from the book: "Electronic communication and commerce will also allow companies to tailor products and services to individual needs for what standardized goods cost today. Customized goods and services, once luxuries, will increasingly be affordable for the average consumer. The result is that consumers will get better products at better prices because businesses will be able to customize and cut cost." "The companies that will be able to respond to these expectations are those that literally run from the customer back, like the Internet, and not from the top down, like a traditional bureaucratic hierarchy." "In the race for leadership characteristic of the spending wave, success becomes less a matter of who has the best product or technological innovation, and more a matter of who can bring the new products into the mainstream the fastest." "Are you wondering what the next version of the assembly line revolution will be? You need look no further than the personal computer and modem you use every day. The vast, powerful, and intricate electronic communications network known as the Internet represents the key productivity lever that will drive the new economy. In the coming decade, we will undoubtedly see an even greater productivity revolution that that of the Roaring Twenties. GO MIGHTY DELL

To: Tweaker who wrote (60552)	8/27/1998 9:28:00 AM
From: Mohan Marette	Respond to of 176387

Crisis Schmisis,seems like everybody has an opinion,have you any??? 'morning Phil: Let's listen in what the 'experts' say, shall we? ====================================================== What's Next For Wall Street ? PAUL KANGAS: Asia's problems and the world's other financial hot spots are the talk of Wall Street these days. It seems that everybody has an opinion on what will happen next. And no two opinions are the same. Scott Gurvey canvassed some of Wall Street's opinion makers. SCOTT GURVEY, NIGHTLY BUSINESS REPORT, CORRESPONDENT: There has been a sea change on world markets which has replaced exuberance with a bad case of the jitters. The nervousness results from concerns about turmoil in Asia, South America and Russia. But ask economists how bad the effects of those problems will be on the world and the American economy, and you get a wide variety of answers. Bill Dudley of Goldman Sachs says the problems in South America have increased the risks. David Blitzer of Standard & Poor's says currency problems in South America and Canada will have an impact. But not the huge one some are predicting. But Bob Brusca of Nikko Securities thinks predictions of huge problems, may be right. ROBERT BRUSCA, CHIEF ECONOMIST, NIKKO SECURITIES: If this isn't a crisis, this is about as close as you come without having one. We have an awful lot of countries that are in very difficult shape. We've had the IMF with its resources pressed to the maximum possible. We still don't have clear turnaround in any country. GURVEY: The South American problems are seen as cyclic. Caused by lower commodity prices. Particularly oil. That's different from the troubles in Asia, especially in Japan, where the problems are seen as structural. Elliot Platt of DLJ believes South America's problems will be contained and Japan will be back next year. But Matt Alexy of Credit Suisse says lower commodity prices hurt all emerging markets, especially South America and Russia. And Stan Shipley of Merrill Lynch sees the world economy facing a crisis. But the United States, only slower growth. John Williams of Banker's Trust thinks talk of an economic collapse in the United States is ridiculous. Mohan: Now this John Williams guy I like,he makes sense doesn't he?Well naturally.<g> JOHN WILLIAMS, CHIEF ECONOMIST, BANKER'S TRUST: There is a growing notion that the world is coming unglued a bit. And that there is likely to be, in fact, a global recession. The notion of recession in the United States is downright silly. The U.S. consumer, which is 70 percent of the U.S. economy, is powering the economy forward. And it has done so for several years and will likely continue to do so in the future. GURVEY: We'll get an update on what the U.S. consumer has been up to with a report tomorrow on durable goods. Scott Gurvey, NIGHTLY BUSINESS REPORT, New York. [source:NBR 8/25/98]