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To: Sonki who wrote (19914)	9/19/1999 1:35:00 PM
From: QwikSand	Read Replies (1) \| Respond to of 64865

Sonki: Let's make a bet: I bet NO 3rd hike, especially with AG coming out with a "only fear is fear itself" quote within the past couple of days. I think the Fed is now worried enough about polls showing big numbers of people who are going to sell stocks and empty bank accounts to put cash in the mattress (not to mention buying guns & freeze-dried food) in anticipation of Y2K. We know Fed is telling treasury to print up $50b or so in extra currency just to try to soften the cash hoarding. So: I think they want to leave a little extra liquidity and therefore easier money around for the end of the year. Since worry is the problem, let's give the nervous-nellie people one less thing to worry about, right or wrong, says AG. If not for Y2K, the inflation that they're trying to downplay would definitely call for another hike (maybe 2<g>), but because of Y2K, I don't think so. You take my bet :-)? By the way, bet covers only actual rate changes, not biases. --QS

To: Sonki who wrote (19914)	9/19/1999 4:48:00 PM
From: Mephisto	Read Replies (1) \| Respond to of 64865

Kenneth N. Gilpin interviews Roger McNamee, a general partner at Integral Capital Partners, a Menlo Park, Calf. Firm that makes venture capital and public investments in technology companies. Mr. McNamee spoke about the "magnitude of the challenge facing Microsoft" on the web. Mr. McNamee company's continues to hold Microsoft stock.He sold some of his position in MSFT earlier this year and regrets it. Q. What is likely to be the best indicator of how well Microsoft is doing in the Web-based software business?" A. "If you are an active web user, the key thing to track is the percentage of Web-based, must-have software that comes from Microsoft. These days, those sorts of things are coming from someone other than Microsoft." From: MARKET INSIGHT by KENNETH N. GILPIN from The New York Times, , Sunday, September 19, 1999, BU, P.7 SEE ARTICLE FOR COMPLETE INTERVIEW