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To: Yaacov who wrote (24628)10/31/1999 2:52:00 PM
From: Sonny McWilliams  Read Replies (1) | Respond to of 27012
 
Yaacov. CPQ. Someone over here has CPQ as a double within 1 year. I know that analyst is followed pretty well but this would be interesting. I can't think of his name right now but I def. heard it coming directly from him on TV. You can bank on that.

Dell. Yes, it has been a dog this year. But that's how things go when you invest for the long term. Some years you are laughing and some years you could just cry. gg.

BTW. If we did not have to pay taxes over here on capital gains, I would be a bit faster to let go of things. Buying and selling and buying back can make a lot more sense at times under those circumstance.

Sonny



To: Yaacov who wrote (24628)10/31/1999 3:16:00 PM
From: Sonny McWilliams  Respond to of 27012
 
Yaacov and all. What is going on over there? Another Greenspan? Here is an article in the newspaper "Handelsblatt" that quotes the European President of the Central Bank. He says that the possibility of a rate hike has greatly increased since July 1. He is not sure what will happen at the next meeting but he has a good guess what WILL happen.

Hm. I don't think we need that. Summers wants a strong dollar. Maybe he is another guy that likes to talk out of both sides of his mouth.
Duisenberg that is. gg.

This article is from Monday's newspaper.

de.news.yahoo.com

I can't find my translation link for you all. Anyone has it handy? If so you can read the article for yourself and maybe post that translation site.

I guess I should mention that at their October meeting everybody thougt that the rates can ONLY GO HIGHER. They were not sure then if it should happen this year or beginning of the next year. Those are Duisenberg's remarks again.

Sonny