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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Knighty Tin who wrote (34107)10/17/1998 2:28:00 PM
From: Thomas M.  Read Replies (1) | Respond to of 132070
 
Did you see the interesting note in Barron's about the spread between regularly traded and rarely traded (out of date?) T-Bonds of the same maturity, and how it has widened considerably. Greenspan noted this as a sign of the tremendous desire for liquidity.

Tom



To: Knighty Tin who wrote (34107)10/17/1998 3:07:00 PM
From: yard_man  Read Replies (1) | Respond to of 132070
 
>>even though I've been a fat cat, a good ol'boy and attended an Ivy League grad school, while I've rarely done a day's work and have never been underprivileged. Hmmmm<<

Hmmm, indeed.

:-)



To: Knighty Tin who wrote (34107)10/17/1998 3:18:00 PM
From: Amir Shalit  Read Replies (2) | Respond to of 132070
 
Mike, Lam Research is expecting next Qtr
revenue to be close to 75% down from 1996
peak. The semi equipment total revenue is
33% of what it used to be.

Now, AMAT is the average, for better or
worse. Why is it trading at peak 1995 levels???
Actually, on price alone it's even much
worse than NVLS.

On a different note. My 40 something former
American co-worker is still unemployed. He is
already closing on 4th months. So are tens of
thousands other engineers from LRCX, AMAT,
CRUS, LSI, ADPT, INTEL, Syquest, IOM, PAC-BELL
and more. Actually, my daily commute from Fremont
to Santa Clara got somewhat better. -g-
We know that it's going to get much worse.

Now, do we really need more foreign engineers
considering this???

Amir




To: Knighty Tin who wrote (34107)10/17/1998 4:29:00 PM
From: Merritt  Read Replies (2) | Respond to of 132070
 
MB:

I have to disagree with you about the R's and D's serving different constituencies...IMO, they both serve the same power structure, the "differences" are only window dressing. And while I'm not yet ready to identify with Eliot's line, "why should I mourn the passing of the usual reign", I've I've never worked for the minimum wage, either.

I'd be more comfortable with the R's if they gave some hint that they understood the word conservative had a relationship to the word conservation, and that true, lasting, prosperity depended on it extending to all who wish to participate.

Best, Merritt (getting off the soapbox now <G>)