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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?


To: Judy who wrote (18454)5/22/1998 6:12:00 PM
From: Nancy  Respond to of 50167
 
agree on the rounding top view. DOW & S&P probably would go higher but with very narrow leadership for sure. Janie's P&F sector views should help to identify the "safe" sectors to be long.

my friend has a 5 days rule on any swoon - dust wont settle at least for 5 days - even work for DIS.

if you continue to have headache, you need to re-do your glasses - either the prescription not right or focus wrong - go back to your optometrist and have him (her) to examine your new glasses to see if it fits the prescription.



To: Judy who wrote (18454)5/23/1998 12:23:00 AM
From: AlienTech  Respond to of 50167
 
Judy you have any take on MANU? Seems SAP stole some customers but SAP is just not ready yet and migth not be for 6 more months so MANU might get those customers back for next quarter. Maybe ORCL has their sights on them too.



To: Judy who wrote (18454)5/23/1998 3:29:00 PM
From: Sonki  Read Replies (1) | Respond to of 50167
 
hi jude, nance and all: FOMC min. + dell
FOMC Minutes: FOMC members at the March interest rate policy meeting voted for steady policy, but adopts a
tightening bias in an 11-1 vote as inflation concerns were raised due to strong domestic demand.....

judy, HOW CAN THEY AHVE 11-1 bias when there is no inflation to speak of. ya, one can argue re: wage inflation: and this is my argument.

1. if productivity is proven then there is no wage inflation.
2. if there is no prodcutivity w. wage inflation then earnings should be hurt and we will automatically slow down.

I just don't understand what they are seeing that i m not seeing.
Fed does not want to surprise us and wants to give us plenty of time
cool things down so i don't want to argue against Fed.

butt what am i missing??? we have Joe Batapaglia(sp?) and many other analysts telling us rates are falling ?
so which is it? or did i misunderstand these 11-1 vote?
thx.

------------------------ dell ----------------
here is a dell article in barrons, if it has anything positve to say re: dell, then dell is surely going to go down to the price we want
for a good trade. people are so in love w. this company that it's going to come down slowly instead of fast fall.

interactive.wsj.com