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

To: Knighty Tin who wrote (64306)	7/10/1999 11:55:00 AM
From: Joan Osland Graffius	Read Replies (1) \| Respond to of 132070

MB, >>After that, no more good news in tech. Are you thinking of after the end of the year "christmas effect" buying? I am keeping some puts on weak fundamental stocks in place during this current run up on the market, but it would not surprise me to see the street push these PC related stocks to the moon. Joan

To: Knighty Tin who wrote (64306)	7/10/1999 1:15:00 PM
From: Les H	Respond to of 132070

Why The Fed Would Raise Interest Rates Most observers think the Fed will raise rates to head off inflation. But commentator Louis Uchitelle, economics writer for the "New York Times," thinks there may be another reason as well. LOUIS UCHITELLE, COMMENTARY: The Federal Reserve will almost certainly raise short-term interest rates next week by at least a 1/4 of a percentage point. Alan Greenspan has all but said so. But the traditional reason for raising rates, clear signs of rising inflation, does not work this time, or at least not in the usual way. When the Fed has acted in the past, prices were already rising or shortages were developing, or companies were operating at full capacity, or wages were going up significantly. None of this is happening now. The Fed is about to act on the publicly stated assumption that strong economic growth and tight labor markets will inevitably force up wages. This, in turn, will force employers to raise prices to cover their rising labor costs. The Fed's rate increase, one next week and two or three more perhaps in coming months, may head off inflation, but right now inflation never seemed less threatening or less of a justification for a rate increase. There is another justification given much less attention by Fed policy makers that makes more sense. It is this: higher interest rates will take some of the bubble out of the stock market and take away some of the excessive enthusiasm for borrowing. The result will be less consumer demand and a slowing economy. We will be saved, hopefully, not from inflation but from a bubble economy that may be getting out of hand. I'm Louis Uchitelle. nbr.com

To: Knighty Tin who wrote (64306)	7/12/1999 6:23:00 AM
From: GuinnessGuy	Read Replies (2) \| Respond to of 132070

Mike, I just found this link on another thread: quicken.excite.com It's a calculator to determine a stocks intrinsic value based on the parameters that one uses. I was wondering if you might critique this relative to the model that you use. Does the model on this page take into account everything that you use with your model? In the case of Dell, I believe you stated that your model shows an intrinsic value of $11. What would be your inputs into the linked model to arrive at that price? Craig