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.

Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Challo Jeregy who wrote (2395)	6/27/2001 3:13:05 PM
From: John Pitera	Respond to of 2850

Hi Challo, excellent points you illustrate. another consideration on this Quarter's earnings from the multiNationals is that the USDollar is right near it's 15 year highs set on Monday June 11th. the British Pound made new 15 year lows this month and the Euro has been overall weak this Quarter. Half of MultiNationals earnings are generated in Europe and with the weak European currencies, the USD's repatriated are worth less, and so there are more of these soft numbers to come. regarding Long term rates, let's see how the yield curve and the currencies act the next few days, it's best to listen to the market for a bit. Ask me next week, as I do have some thoughts, check this out Message 16001051 we're basically at an area where the uptrend in yield that started on March 22, may reassert itself. hope you've been well, John