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To: fedhead who wrote (103117)5/10/2000 1:47:00 AM
From: Bill Harmond  Respond to of 164684
 
Th Fed futures have had considerable coverage on CNBC with John Bollinger as guest analyst.

I didn't track June closely, but I think it is 25 additional basis boints, and another 25 a month later.



To: fedhead who wrote (103117)5/10/2000 4:11:00 AM
From: GST  Read Replies (1) | Respond to of 164684
 
I think semis could bottom soon also -- the larger concern is that multiples in general for all stocks are going to get compressed as we get higher interest rates. This will cap the upside from here, and for some stocks it will mean much deeper declines, even after the serious damage already experienced. I have short term play on CA and will add to LSI in the morning.