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

To: D. Swiss who wrote (63799)	9/5/1998 11:23:00 AM
From: The Phoenix	Respond to of 176387

, Japan has been in Turmoil for the past year, yet Dell managed to increase its sales in Asia by 34% in the face of a 5% decline for the industry. Yes, but from what to what? From $1M to $3.4M? WHat percentage of DELL's revenue comes from Asia? Aren't they a new entrant there? OG

To: D. Swiss who wrote (63799)	9/5/1998 4:52:00 PM
From: Eddie Kim	Read Replies (1) \| Respond to of 176387

1)Japan will get worse...before it gets better. So will Russia, Korea, Indonesia, Latin America, and perhaps even China. Earning warnings season is approaching....October... 2)Dell's sales are minor in Asia; thus, increases aren't that dificult to achieve. 3) As economies slide so will the urge to buy new computers. If the world economy continues to slide this will effect American companies...ripple effect. American companies will stop/reduce spending on new computer equipment. >>It has been demonstrated time and again that most of the recovery gains happens the first few days after a bottom. 4) So you're telling me the market goes up after hitting bottom? You must be a genius... It has been shown time after time that "sucker" rallies occur after short-term bottoms in a bear market...only for even lower bottoms to be made at a later date. This is in almost every trading book that you can read. Furthermore, these short-term rallies do not achieve new highs...in short, lower highs and lower lows. This means for the average trader (not some profesional trader) its smart to wait it out and re-enter when key indicators go positive. There are many key indicators and knowing when enough of them go positive and if they go positive is the diffuclty we all face.