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Pastimes : Ask Mohan about the Market -- Ignore unavailable to you. Want to Upgrade?

To: Defrocked who wrote (10518)	12/8/1997 5:19:00 PM
From: Cynic 2005	Read Replies (2) \| Respond to of 18056

Defrocked, that is funny. BTW, Oracle missed big! 0.19 vs 0.23 expected. I know the stock is already down about 24% from the peak, but is it the end of the stupendous growth? Will the market celebrate the news tomorrow with Naz up about 20? -g- -Mohan

To: Defrocked who wrote (10518)	12/8/1997 5:22:00 PM
From: Cynic 2005	Read Replies (1) \| Respond to of 18056

AFTER THE CLOSE****** (from briefing.com) Rambus Inc (RMBS) 56 1/8 +4: developer of chip interface technology says its development deal with Intel is "right on track." However, says Hambrecht & Quist analyst "got a little carried away." Says there is "no reason to think" that Intel chip is ahead of plan.... Oracle Corp. (ORCL) 32 3/8 +1 3/16: relational database software concern posts a fiscal 2Q net of $0.19 a share, four cents below the First Call estimate, vs year-ago net of $0.18 a share; revenues rose 23% to $1.61 bln; however, company is disappointed with results, cites economic conditions in the Asia-Pacific region for poor results..... I expect some hair-cut for both of these. I am beginning to like the management of RMBS. Most of their statements seem to have less of the last two letters of their stocks ticker symbol. -g- -Mohan

To: Defrocked who wrote (10518)	12/8/1997 6:55:00 PM
From: Defrocked	Respond to of 18056

Yield spreads for benchmark Asian bonds.(Source,Bloomberg 12/8,05:24EST) Yield spreads have generally narrowed in last week except for China which widened by more than 20 bps amid concern on regional financial turmoil.(Yield spreads are represented as premiums to US Treasuries.) Mat. 30-Sep 10-Oct 1-Dec 8-Dec Korean Dev.Bnk '06 121 290 270 230 Indonesia '06 157 310 240 213 Thailand '07 175 500 330 305 China '06 90 135 87 110 Petronas '06 113 215 170 170 Hutchison '07 na 215 140 140 Philippines '16 230 422 370 341 According to Bloomberg report, China widened "amid concern that the regional financial turmoil will hurt it as well."