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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (61827)6/9/1999 11:45:00 AM
From: zsteve  Read Replies (1) | Respond to of 132070
 
MB,
wtat' your take on TER? got some puts this morning. it's near all time high. we see DRDRAM delays and TER must have lots testers in their warehouses.



To: Knighty Tin who wrote (61827)6/9/1999 11:53:00 AM
From: MulhollandDrive  Read Replies (1) | Respond to of 132070
 
well, so much for huge Sony profit margins then<g>

Point is, that SONY is apparently willing to "pay more" (RMBS) to produce machines that will generate software revenue, their cash cow. Go figure.

bp



To: Knighty Tin who wrote (61827)6/9/1999 12:27:00 PM
From: sammaster  Read Replies (1) | Respond to of 132070
 
which stocks should be hurt the most by this fall in long bond

financial stocks like pvn?

thanks in advance

samir



To: Knighty Tin who wrote (61827)6/10/1999 2:59:00 PM
From: Freedom Fighter  Read Replies (1) | Respond to of 132070
 
Mike,

Do you have any insight into how much of the Japanese GDP turnaround is the result of one-time government pump priming projects and not a real indication of anything permanent?

Wayne


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