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To: pater tenebrarum who wrote (63938)9/23/1999 7:19:00 PM
From: Activatecard  Read Replies (2) | Respond to of 86076
 
Heinz,

First and CNBC,now on CNN, stock gurus are dissing Balmer both to the tune of "well he's done a fine job at MSFT, but he's hardly a stock analyst". Well, the #2 guy at MSFT, and probably one of the richest guys in the world, just said his company is absurdly over-valued along with many others. And the stock experts have the audacity to say he's an idiot when it comes to stock valuations. The arrogance of it all!
Like Mike says, tough love coming.



To: pater tenebrarum who wrote (63938)9/23/1999 7:24:00 PM
From: Haim R. Branisteanu  Read Replies (1) | Respond to of 86076
 
Heinz, the inflationary spike is behind us as the rate of change will turn flat or negative.

We will stabilize on real world inflation but other assets will move lower - paper assets and housing.

Would be interesting to see how the Dept. of Labor will play this one.

BWDIK
Haim


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