SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Ask Michael Burke
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Knighty Tin who wrote (45369)2/2/1999 9:35:00 AM
From: valueminded  Read Replies (1) of 132070
 
Mike

In reference to past conversations, it is difficult to see any type of correction with money being made as easy as AG is making it. With as much as AG is adding to reserves, I am amazed that it has not shown up in higher rates yet (esp 10 and 30 yr tbills) I do not consider the small change in rates in responce to Japanese increase in rates as anything that compares to the expansion of the money supply yet. imo

On a different note, if you didn't have a position in csco, would you add one here and what price / expiration. It would seem that Lucent may turn into a formidable competitor. Caveat though is that this is one of the few areas of true revenue growth that I see.

thanks
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News