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


To: Mohan Marette who wrote (124706)5/14/1999 11:58:00 AM
From: DellFan  Respond to of 176387
 
Mo - a timely topic for you on Wall Street Week tonight

"The Price of Energy"
Paul Ting
Oil Analyst
Salomon Smith Barney



To: Mohan Marette who wrote (124706)5/14/1999 12:00:00 PM
From: Lee  Read Replies (1) | Respond to of 176387
 
Hi Mo,.>Re:.So we have moved from disinflation to a bit of reinflation (is that what they call it these days?) big deal.I take the growth at 4% with a little inflation anytime.

Yep, me too! <g> Negative GDP isn't too good for earnings.<g> Also, higher long bond rates will attract more foreign buying, especially since the dollar remains strong. All the pundits and tabloid business media just like to exaggerate everything! <g>

Just don't go buying MMM, KO and DD now just cause the economy is picking up a little! <g> They'll be crying again about the strong dollar affecting earnings.

Glad you got more Dell this am.

Happy Trading,

Lee



To: Mohan Marette who wrote (124706)5/14/1999 12:07:00 PM
From: Alohal  Read Replies (2) | Respond to of 176387
 
Okay, now we've taken the fear of inflation out of the equation, what's next? I have a question for all you economists or whoever. How does one get the cost of energy out of the core inflation rate as regards such things as transportation and manufacturing? Seems to me, that most of the categories in the core are subject to energy prices, even if they remove oil and food prices from the measurement. Just trying to learn a little here. TIA and aloha.