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

To: Lee who wrote (130959)	6/4/1999 10:30:00 AM
From: TTOSBT	Read Replies (2) \| Respond to of 176387

Re: "We still have the CPI and PPI to go, PPI next Friday, before we can have any idea of what the Fed might do at it's June 29/30 FOMC." Most people do not mind lying as long as it does not make them look stupid. I think this is the reasoning behind Rivlin resigning. She knows Greenspan wants to take back the last 1/4 or 1/2 point he gave due to liquidity problems Q498. She also knows there is no real inflation worry in this economy just hype to accomplish the above and the hawks are pressing. Greenspan is no doubt going to raise for reasons other than economic dangers (NOT HIS JOB!) she wants no part of that and seemingly felt strong enough to leave her job abruptly. This is very very confusing to long term investors because they need to know that companies are not going to have increased cost in doing business. Just take a look at ORCL which has been going up (even in the face of broker downgrades and treat of higher interest rates.) every since it's CEO said they would have a $1billion dollars cost savings. Then look at Dell's price who's only problem was ASP and you will see investor's current logic and worries clearly. Larry Kudlow had a very logical view of inflation this morning on CNBC. He said it's all tied to energy prices which should drop when the NATO bombings stop which should be very soon. He also said that the strong dollar has a lot of purchasing power hence cheaper prices for gold and other commodities (and I say Dell as well!). And finally the markets have already priced in an interest rate hike of about 1/2 point. TTOSBT