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

To: Wally Mastroly who wrote (9122)	10/6/1999 9:59:00 PM
From: Justa Werkenstiff	Read Replies (3) \| Respond to of 15132

AMD Cap Ex Wally: How high is high? QQQ is at $126.5 with 52 week high at $127.5. Listened to AMD cc and they said visibility limited due to Taiwan issues. Analysts were focused on this issue. Also, cap ex for 1999 will be lower than previously thought -- $650m -- due to "timing issues and cost controls." My notes indicate that $900m had been their budget. They are pushing out some equipment delivery and equipment payments. A few analysts asked questions on that issue as well. Sounds like a a temporary void at this point.

To: Wally Mastroly who wrote (9122)	10/8/1999 8:03:00 AM
From: Wally Mastroly	Respond to of 15132

August FOMC meeting minutes - the 'August bias': bog.frb.fed.us - An excerpt: "...However, substantial uncertainty surrounded the outlook for stock market prices whose sharp rise and the associated increase in wealth over the course of recent years had helped to foster a high level of consumer confidence and willingness to spend. The absence of further large gains in stock prices, should recent trends persist, would remove this stimulus and probably induce some moderation in the growth of consumer spending. However, as the experience of recent years had amply demonstrated, stock market trends were very difficult to predict...."