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To: Sonny McWilliams who wrote (24097)	7/23/1999 2:03:00 AM
From: Sonny McWilliams	Respond to of 27012

Thread. Here is a commentary on Greenspan speak. Also a bit more hawkish sounding than the speech really was. I also like that last paragraph were the writer is quoting Greenspan on the tax cuts: My first priority, if I were given such a priority, would be to let the surpluses run. He did not mention that Greenspan's first priority would be a tax cut if he had to chose between spending some of the surplus or a tax cut. Again. It's always in the eye of the beholder when Greenspan is being quoted. dailynews.yahoo.com BTW. Nothing wrong with looking out for inflation. He does not see it at this time. He also said that stocks are up on future earnings but does not know if it will be overdone or not. It does not sound to me as if he is saying that stocks are too high. Again. His speech did not sound hawkish if you had the chance to listen to the whole thing. Sonny

To: Sonny McWilliams who wrote (24097)	7/23/1999 7:35:00 AM
From: musea	Read Replies (2) \| Respond to of 27012

Sonny, CPQ is going through what is arguably its worst time since its inception. I hope that they will be able to resolve their CEO dilemma, but with the board (Rosen) being as active as they are, it is going to be difficult to get a strong external candidate. re: Clinton: 'nuff said. re: AMZN: are you quite convinced that this is the time? I believe we will have ample opportunity to bottom-fish the internets in the fourth quarter. But, as they say, "What do I know?" Stocks like AMZN and YHOO and EBAY have defied by analysis and intuition in the past, why not in the future as well? Here's to a better day for the NAZ. Unfortunately, it's a Friday. -musea