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

To: GP Kavanaugh who wrote (121904)	5/3/1999 2:40:00 PM
From: Frank E W	Respond to of 176387

GP.....good reply .... you even cheered me up...thanks Frank

To: GP Kavanaugh who wrote (121904)	5/3/1999 2:49:00 PM
From: Jean M. Gauthier	Respond to of 176387

Thanks a lot... It helped a bit <smile> I FEEL the same way, as I expect DELL to report 50% unit growth for this quarter just ended.... But I am still discouraged that even that will not get dell's price UP as I expect analysts/CNBC to talk of the next quarter as the "bad one"... I cannot believe people/market are this dumb, to bid up companies like international paper/alcoa growing at 5-8% / yearly because they are "cheap!". Also, this cyclical revival is false, as this is NOT a normal expansion and we will: Not have Inflation at the end of it, with a commensurate RAISE in interest rate. The world is AWASH in chips, paper, copper and other commodities... Cyclicals will not sustain their rally, see above. Asia has stopped BOTTOMING OUT, but is far, far away from a typical 8-10% growth recovery. They are STILL awash in overcapacity, from everything from chips to autos, their banking systems are still a mess (Thailand/South Korea are BETTER than the average), their political structures still very corrupt, and awash in cronyism and corruption. PC sales, paradoxically will recover as Asians want their kids to be computer-literate, so they will sacrifice for this... at the expense of a vacation or a car. Y2K remediation will hit them, as they have done NOTHING to fix their computer code, and some is guaranteed to fail. Just another nail in their "supposed" recovery, which is driving this "commodity renewal" Finally, I think they might have to devalue the chinese renminbi soon to get china restarted and that could blow everything up still. Take care Jean