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

To: Chuzzlewit who wrote (77042)	11/8/1998 11:33:00 AM
From: Mohan Marette	Read Replies (2) \| Respond to of 176387

Hey Marvin likes Dell- [Dave Marvin of Marvin & Palmer] Paul: Thanks,for what it is worth I have asked the John to consider buying a Dell now that he cancelled Gateway.<g> ============================================ ....Among his U.S. favorites are "companies that are on everyone's lips," including Cisco (CSCO), Intel (INTC), Microsoft (MSFT) and Dell (DELL)....... Other interesting things he said. '....."The worldwide crisis has peaked," Marvin says. "The market bottomed from August through the first week of October. It looks to me like the system didn't break down." A series of moves around the world, including central bank intervention in the form of interest rate cuts and "massive clipping of hedge funds," have created stability and opportunity, he says. "There's no longer the potential for global financial and economic collapse," he says. "It's time, from our perspective, to cut back on overexposure to Europe," Marvin says. "We've just taken investment in the Far East up 5 percent in the past six weeks." As a result, about half of the firm's assets are U.S. companies, 35 percent are in Europe and about 10 percent are now in Asia. "We'd been negative on Japan for the last two years," Marvin says. But now, he says, "risk has been reduced dramatically." .. ----------------------------------------------------------------- Interestng to note that there is some confidence coming back about investing in S.E.Asia and Japan. cbs.marketwatch.com