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.

Non-Tech : Tulipomania Blowoff Contest: Why and When will it end? -- Ignore unavailable to you. Want to Upgrade?

To: KyrosL who wrote (2270)	12/26/1999 5:41:00 PM
From: Dale Baker	Read Replies (1) \| Respond to of 3543

B2B is just getting started. GM is converting its entire supply chain to the Web. How many other major manufacturers and retailers still have that step in front of them? This makes books and E-mail and stock quotes look like nothing. Don't put all your chips on a crash just yet. Pullbacks, yes, but we are still in early innings in this game. And don't forget wireless. That's another huge leap that 99.9% of potential users haven't even seen yet. PS We just drove this thread up to #2 in the Hot List. Thanks for the debate, folks.

To: KyrosL who wrote (2270)	12/26/1999 8:19:00 PM
From: yard_man	Respond to of 3543

Kyros -- I agree. Furthermore, I've made a few bearish bets -- not on the nets, but simply on the prospect -- not that the Fed removes liquidity from the market, but simply fails to provide more in the coming year. This bull market needs ever-increasing amounts of money growth to fuel it. The Federal Reserve has sold its soul to slick, but these guys are not so stupid as to allow the rate of money growth to continue at the same pace into 2000 -- this was a temporary shot --insurance against Y2K -- heck -- how could they be sure what would happen? The Fed underestimated the effect in the fall of '98 and this year, but they aren't happy with the runaway train of a market that we have ... I keep seeing articles about the "schizophrenic" chairman. There is one who talks tough and cautionary about frothy financial markets -- there is another who is afraid of catastrophe on his watch and pours on the liquidity at any sign of perceieved trouble. Both of 'em are about to the end of their game -- there are other larger constraints on what the Fed can do ... bondholders