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Non-Tech : Goldman Sachs Group Inc. NYSE:GS -- Ignore unavailable to you. Want to Upgrade?

To: Mohan Marette who wrote (171)	9/17/1999 2:15:00 PM
From: long-gone	Read Replies (1) \| Respond to of 411

Just picked it up, Is it true GS is deeply margined long EBAY?

To: Mohan Marette who wrote (171)	12/20/1999 11:18:00 AM
From: Sam Citron	Read Replies (1) \| Respond to of 411

Bot GS 82.5. Should have good news tomorrow (earnings). Let's hope AG doesn't spoil the party. I'm remembering my old Ec-10 professor whose intro to the role of fed explained, "They have to lean against the prevailing wind." Interesting question is how does the Street respond if the Fed surprises by raising tomorrow.

To: Mohan Marette who wrote (171)	12/26/1999 11:42:00 AM
From: N	Respond to of 411

Hi Mohan, good news from www.ft.com 12/22 Goldman Sachs profits rise to $756m in fourth quarter Gs...reported better than expected fourth quarter earnings as surging investment banking fees outweighed flling trading revenues....up 18% over fourth quarter 1998.. GS's results echoed those published the day before by MSDW which reported a record profit of $1.6bn in q4. Both houses road the boom in internet stocks and merger activity but fared less well in the trading pits. GS eps $1.54 vs consensus estimate $1.25 as well as the q3's $1.31. Earnings for the year $2.6b or $5.27/share...IB revenues were $1.3bn in q4 up 13% from a busy q3 and up 59% from the same period last year. David Viniar, cfo, said GS' backlog of M&A deals and securities offerings were 50% higher than this time last year.... -Revenues from principal investments were $407m, up 24% from q3. Tech. and telecomm shares producing the biggest returns. -Asset management revenues rose 28% to $282m. -Trading revenues $1.2bn, down 14% from a strong q3. Revenues from trading bonds, currencies and commodities fell 37 percent from the previous period. Revenues from trading equities fell 6%. Mr. Viniar attributed declines to slackening activity, particularly in debt markets, where many companies raised funds early this year to avoid possible y2k glitches. Despite speculation about GS' exposure to volalility in gold prices, Viniar said "virtually nothing" of the decline in revenue was related to gold. ...both GS and MS booked costs aggressively early in the year, making for better q4 results. 12/23 Investment banks take pole spots from rivals in Europe The top 3 IB's nearly doubled their share of equity underwriting in Europe this year at expense of rivals... MSWD, GS and ML took the top three positions respectively in a league table of investment banks that underwrite equity offerings for European companies. Biggest casualty Warburg Dillon Read...top of table in European equity underwriting in 1998 with more than 17% of the market but slid to 6th place this year, taking a 4.5% share. The 3 US banks' combined market share 43% in 1999, 26.5% in 1998. Euro offerings $82bn vs $50bn 1998...partly reflecting thist towards IPO's by tech and media cos. vs privatisations. US banks are bringing their Silicon Valley experience to Europe, leveraging US capabilities built up in the internet boom.... Nancy Hammond