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To: Lee who wrote (92141)	1/28/1999 10:43:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

<US Economy> From the Conference Board- Help Wanted Index Lee: You are correct, a lot of the internet companies have very thin float and not too many shares outstanding that could explain the valuation of some these companies but as you know DELL/AOL and similar companies do not have this 'advantage' they have to earn it. Check out this HWI,not too bad a bit of a slow down but nothing we can't live with,but still better than last year's number,ie 88 vs 87. ====================== Thursday January 28, 10:17 am Eastern Time US help-wanted ad index 88 in December-Conf Board NEW YORK, Jan 28 (Reuters) - Help wanted advertising in the U.S. fell two points in December to 88 from a revised November reading of 90, according to the Conference Board's help-wanted advertising index. The report said job growth in the Northeast slowed by year-end after a boost from the strong financial markets last summer, while manufacturing and exporting out West were slowed by the Asian and Latin American economic crises. ''There was some modest recovery by the end of the year, but with Brazil the latest victim of the swirling global financial turmoil, the Pacific and Mountain regions could cool again,'' said Conference Board economist Ken Goldstein. Help-wanted advertising rose in five out of nine regions, with the Mountain and Pacific regions showing the largest increases at 11.5 percent and 5.5 percent, respectively. Increases were also noted in the East North Central (3.5 percent) and West North Central (2.3 percent) regions. Steep declines in advertising were seen in the Middle Atlantic (-8.6 percent), South Atlantic (-4.3 percent) and New England (-2.7 percent) regions. The help-wanted index surveys advertising volume in 51 major newspapers across the country each month in order to gauge the national supply of U.S. jobs. The index read 87 one year ago, according to the report.

To: Lee who wrote (92141)	1/28/1999 11:10:00 AM
From: Mohan Marette	Respond to of 176387

<U.S Economy> Stop it I can't take it any more. Lee: I am sure you seen this already. ========================== U.S. Jobless Claims Fall In Latest Week 9.41 a.m. ET (1441 GMT) January 28, 1999 WASHINGTON — New applications for state jobless benefits fell for a second week in a row last week, the government said Thursday, indicating that the pace of layoffs slowed following a post-Christmas surge. First-time claims for unemployment insurance declined by 15,000 in the week ended Jan. 23 to 301,000 from a sharply revised 316,000 for the prior week. Claims for the previous week had been originally reported at 346,000. It was the second consecutive decline in the number of first-time claims and the fewest total number of applications since the third week of December, when there were a seasonally adjusted 289,000 claims......

To: Lee who wrote (92141)	1/28/1999 12:10:00 PM
From: JRI	Read Replies (1) \| Respond to of 176387

Lee- Following up on your point..What is becoming abundently clear (obviously) is that, in addition to interest rates, liquidity (demand) and supply (not only on an individual basis, but overall in the market) is having an enormous effect on stock price appreciation, and, additionally, valuations (P/E) in this market.. On the supply side, Look at all the buyouts in the past few years...taking shares out of circulation....and, I believe, that the IPO market was pretty much bone-dry for a few months this summer (leading to an overall slow year)....So, it sounds like supply (new IPO shares, stock in circulation) has decreased (or at least not keep paced with the increase in demand)... Of course, we all know about the limited supply of shares (for internet companies)..and what that has done to those share prices.. I guess the thing to figure out is when is this party going to end? (Most of what I've read says) that we are due for another 6-7 years of high inflows due to baby boomer retirement...Would like to hear your thoughts.. Obviously, there are other factors as well...Foreign money...ebb and flows..but looking at larger trends....Europeans are just starting to buy stocks...although one may expect that their total % of stock ownership may be lower than the U.S. for the forseeable future (more conservative)...undoubtedly there will be some rise in overall demand (all things being equal) due to their INCREASING commitment to stocks and, by definition, U.S. stocks.. Also, what about continuing increases in wealth in second/third world countries....the availability of these folks (as never before) to invest in U.S. equities...I feel certain that more citizens of these countries are looking at equity ownership (vs. 10/20 years ago)... Benefit for U.S. stocks? So, in a lot of ways, one could feel bullish about demand for U.S. equities (and equities in general)... Finally, the entire process (researching companies, buying stocks, etc.) has become so much easier in the past decade...So much easier for a Bolivian to monitor their U.S. established E-Trade account from La Paz... I would love to read a comprehensive look at all these issues...I have failed to see the investment press devote a lot of time focused on these issues....In my mind, underweighted in the whole discussion....

To: Lee who wrote (92141)	1/29/1999 6:33:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

<World Economy>------>U.S Q4 estimated GDP,Thailand cuts interest rate. Lee: How'bout that Nokia Lee,astounding... France's Unemployment Rate in December Holds at 11.5%, Three-Year Low French unemployment held at a three-year low in December as the number of job seekers fell to its lowest level since May 1992 as companies added temporary workers amid slowing exports and falling business confidence. More... Thailand Cuts Central Bank Discount Rate 5.5 Points to 7%, Lowest Ever Thailand's central bank cut its official Bank Rate for the first time in five years, to encourage commercial lenders to extend more credit and speed the nation's economic recovery. More... U.S. Gross Domestic Product Probably Rose 4.5% in 4th Quarter, Survey Says U.S. economic growth sped up in the fourth quarter of 1998, led by consumer spending and strength in housing, analysts said in advance of a report for release today. More...