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

To: lin luo who wrote (2215)	10/28/1998 8:55:00 AM
From: Moominoid	Respond to of 2578

The Napeague Letter applied certain value-analysis tools to a group of stocks which had been identified as "Pillars of NASDAQ Bull Market" in a Wall Street Journal article on October 6th. One of the stocks that was evaluated was Dell Computer - (NASDAQ:DELL). Well Globex is not that worried.... About 3 points down on SPX when I checked. David

To: lin luo who wrote (2215)	10/28/1998 5:35:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 2578

Lin luo, How many computers was DELL selling into Brazil prior to the new austerity plan? I'm still trying to formulate my position on DELL but I don't see what's happening in Brazil as being bad for DELL... Quite to the contrary actually. Their overall stability is what DELL needs - they don't need the populace to be able to spend. Yes, I know that DELL has started to invest in Brazil, but they could scale that down given the current conditions. They're not "pregnant" yet. OG