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

To: lin luo who wrote (1683)	8/26/1998 11:08:00 PM
From: lin luo	Respond to of 2578

--------- OT --- Markets (very draft) I am pretty sure at this moment everyone is more interested in the market conditions in general than how DELL will perform. Because the bears think it will go down and the bulls think it will go up, the markets seem not helping the bulls. Is that true? Look at the Asian markets such as Thailand's etc. Nobody seems interested in them anymore, like in the past. Why? It is always the debts (swaps) that matter. All the foreign moneys are out, so it does not matter anymore even the markets go to the toilet. The only one who will suffer is the banks, such as the Bankers Trust. I had a friend who made a crude oil swaps with them and defaulted. Bankers Trust lost at least $10 millions (well, they claimed the Master agreement was not properly signed, and the deal was washed) I see the same thing to Russia's debts. Their market is less than half of AOL. It really does not matter. Give them several months, everything will be quite, even if the country is dead. Japanese market is very weak, but Yen is relatively stable now. So, it will be relatively mild to both sides (Buyer/seller). Hong Kong market is supported at a very good level (I am sure by the Chinese government, those traders will lose their homes.) This will calm the fear of Chinese yuan devaluation. (that is also why these traders shift their interests to South America). China and Japan is switching places now. The US markets are actually good to DELL. A lot of money left the market and has nowhere to go. All foreign markets are bad, bonds are dangerous (I think it is backwardation now, with short-term interests w/ higher yields than long-term interests, I am not sure, somebody helps me! :-)). Gold will crash when the crisis is over. CRB (commodity index) is all the way DOWN due to lacking demands). etc. etc.,, Simply there is no place to invest, and funds managers have a regular inflow of money on the monthly basis. Go to DELL! The only thing I see that people will sell DELL is to adjust their portfolios due the higher price of DELL. The notorious unstability of the volatility will soon change the market pattern. It usually is associated with time or event. It may just happen at the turn of this month. P.S. Acutally after this turmoil, there will be no more October crash. You can relax till the end of the year!