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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 (9829)	11/13/1999 7:18:00 AM
From: DD™	Read Replies (3) \| Respond to of 15132

* Commander Bob In This Week's Barrons Market Watch * Bob Brinker's Marketimer P.O. Box 229, Irvington, N.Y. 10533 NOVEMBER 5 ~ We continue to anticipate an upward bias in stock prices as the winter season approaches. We believe the primary touchstones supporting the market outlook are: 1) Rising corporate profits into Year 2000. 2) Improved valuation based on solid Year 2000 earnings prospects. 3) The potential for bond yields to move moderately lower in response to slower economic growth going forward. 4) The potential for a less proactive Federal Reserve in the event slower economic growth becomes more evident. Investors will soon focus on next year's earnings prospects. Based on our $54.50 S&P 500 operating earnings estimate for next year, the S&P 500 Index now trades at just under 25 times. This allows for modest multiple expansion in the event interest rates move lower and slower economic growth materializes. Importantly, we see no risk of recession next year. We believe investors will focus their attention on the pace of economic growth, corporate earnings, the tight labor market fundamentals and Federal Reserve policy responses aimed at containing inflation. DD

To: Justa Werkenstiff who wrote (9829)	11/13/1999 8:07:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 15132

Carl, Justa, At the SemiBizNews sites, there were 2 stories this week (Wednesday and Thursday I believe) giving benchmark results of DDR SDRAM vs RDRAM. DDR SDRAM beat RMBS in every test, sometimes by a very wide margin. IMO, as the RMBS speculators begin to realize that RMBS performance is second best, that RMBS architecture is fraught with production problems, that RDRAM is more costly for less value, that the royalty structure will ultimately doom its prospects to abject failures, RMBS the stock will begin its death spiral. I have no idea when that last event will begin. Nor do I have any idea how high, or how many trading opportunities will occur first. I do believe that RMBS is probably not even suitable for the most speculative of risk taking opportunities. JHMO, Ian.