Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Lee Lichterman III who wrote (31974)	10/31/1999 1:41:00 PM
From: Terry Whitman	Read Replies (1) \| Respond to of 99985

OK- You asked for criticism. Everybody is good at that- and I am no exception. <G> Your friend's scenario is interesting, but there are way too many variables in his equation, far too many different outcomes to predict like that. First major hole I can shoot with my P/E-35 revolver is- If the recent runup was foreign money coming into the U.S., why did most of the foreign markets move up also, many even more than the U.S. You ever do one of those ink blot psychoanalysis tests? Doesn't the current portion of the S&P 500 chart on this risk index look like it's flipping everyone the 'bird'? LOL decisionpoint.com

To: Lee Lichterman III who wrote (31974)	10/31/1999 3:54:00 PM
From: flatsville	Read Replies (1) \| Respond to of 99985

Sounds perfectly plausible to me. A list of the top twenty potential multi-national victims of bad y2k remediation abroad. Percentage of foreign revenue to total revenue. forbes.com Edit: Arghhh! Link wont' work. Exxon 80.1% IBM 56.8% Ford Motor 30.3% General Motors 30.8% Texaco 79.3% General Electric 31.1% Mobil 58.7% Citigroup 34.4% Hewlett-Packard 54.3% Phillip Morris 34.3% Chevron 47.3% Proctor & Gamble 48.3% American Int'l Group 52.5% Compaq Computer 55.1% Intel 55.6% Motorola 47.6% Xerox 55.9% Wal-Mart Stores 8.9% Coca-Cola 62.3% Du Pont 47.2%

To: Lee Lichterman III who wrote (31974)	10/31/1999 5:24:00 PM
From: HairBall	Respond to of 99985

Lee: Thanks for posting the Email and thanks to who ever sent it. That email has made me stop and think. I have been expecting a move to US treasuries, but not US equities from off shore. I have also been expecting homegrown investors to pull money out of US equities and into US treasuries. It would seem to me US treasuries would be the place for both domestic and off shore funds to move for safety, however, it may be a possibility that offshore funds move to both...<g> My OMC made a marginal new high. A marginal new high remains within the boundaries of my expectations, but I am on alert! Regards, LG