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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?


To: Justa Werkenstiff who wrote (8889)9/27/1999 8:06:00 AM
From: Wally Mastroly  Read Replies (1) | Respond to of 15132
 
Re: Abby... She is looking for 13% gain in S&P in '99, per radio report (will post link if I see it)

P.S.- Greenshades to speak before the IMF tonight.




To: Justa Werkenstiff who wrote (8889)9/27/1999 2:36:00 PM
From: Investor2  Read Replies (1) | Respond to of 15132
 
Looks like another very tough day.

quote.yahoo.com

So far, I've been able to hold back my bottom-fishing addiction. <g>

Best wishes,

I2



To: Justa Werkenstiff who wrote (8889)9/27/1999 3:38:00 PM
From: Wally Mastroly  Respond to of 15132
 
* Mary-the-not-so-Meeker/Internet Watch * - for Tuesday's agenda:

Message 11372520

-
>Be careful here:

Mary Meeker : The influential Morgan Stanley Dean Witter Internet analyst will be speaking tomorrow between 13:30 and 15:00 ET at Ariba's (ARBA 188 +11) conference.

Positive comments from Meeker could give the Net sector a lift.<



To: Justa Werkenstiff who wrote (8889)9/27/1999 7:16:00 PM
From: Logain Ablar  Respond to of 15132
 
Hi Justa:

Goldman Sachs <GS.N> chief U.S. equity strategist Abby Cohen said on Sunday the U.S. stock market was still undervalued and the prices of large technology companies offered "very attractive" value

I remember a year or so ago reading how GS unloaded a boatload of Rusian debt that they underwrote and had sitting in their own account just before the default. I wonder if GS is taking this opportunity to do this again. Not ethical but I don't think its illegal. Not to say she'd do it but is is something to think about.

Tim



To: Justa Werkenstiff who wrote (8889)9/28/1999 10:44:00 AM
From: Wally Mastroly  Respond to of 15132
 
Some observations on semi valuations from Bear Stearns via an SI thread:

Message 11373871