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.

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

To: IQBAL LATIF who wrote (23485)	2/13/1999 4:48:00 AM
From: Neil H	Read Replies (1) \| Respond to of 50167

IQ There is a job opening for you at Merrill Lynch. Need someone that can correctly call Intel:) Regards Neil Kurlak resigns from Merrill Lynch. NEW YORK, Feb 12 (Reuters) - Thomas Kurlak, one of Wall Street's most influential technology analysts and a 20-year veteran at Merrill Lynch, has resigned to take a job at Tiger Management, the hedge fund company run by Julian Robertson. Kurlak has ranked first among analysts covering electronics and semiconductors every year since 1996 in the annual All-America Research Team poll conducted by Institutional Investor magazine. His resignation came a week after Merrill Internet analyst Jonathan Cohen left to take a position at upstart investment bank Wit Capital. A Merrill spokeswoman said companies covered for the firm by Kurlak, such as Intel Corp. <INTC.O> and Texas Instruments Inc. <TXN.N>, have been placed under review. Merrill expects to make an announcement on who will assume coverage in the near future, she said. 16:42 02-12-99 Copyright 1999 Reuters Limited. All rights reserved. Republication or redistribution of Reuters content, including by framing or similar means, is expressly prohibited without the prior written consent of Reuters. Reuters shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

To: IQBAL LATIF who wrote (23485)	2/13/1999 8:25:00 AM
From: saulmon	Read Replies (1) \| Respond to of 50167

Iqbal, any prediction on Amazon next week? Also, how would you now trade COMS particularly March options? Are you still a holder of ALA? Respectfully, Saulmon

To: IQBAL LATIF who wrote (23485)	2/13/1999 5:28:00 PM
From: Logain Ablar	Read Replies (2) \| Respond to of 50167

Hi Ike: Hope all is well and your staying in shape. Physically as well as financially <gg>. My running has decreased considerably. On the markets. It looks like the interest rates are starting to spike up a little bit. I'd assume this has a correlation with the end of the senate trial of the president. What does this ending really mean to the US economy? Will Rubin resign and go back to Goldman. He indicated no earlier, but that was prior to the Presidents impeachment and impending trial. He's on the cover of Time magazine with Greenspan and the Assistant Tresury Secretary (I may be reading too much into Sumner being on the cover but RR has been letting Sumner recieve more and more press. Usually a sign of preparing to pass the reigns on. (I'd assume if Rubin resigns that would be a negative to the market) Also, the $$ seems to have weakend to much too soon from the .75 rate cut. Although our farmers and manufacturers appreciate it, AG may tighten a little bit (up to 0.5 but in 2 steps and after he's prepared the markets, say in April - July timeframe) to cool off the ecomomy. While I still don't see inflation it doesn't mean he won't cool things down. Also, people seem to miss that Clinton's budget proposals increase spending and where is the $$ to come from. Looks like the surplus will shrink and we'll still be paying a historically high tax rate in relation to GDP. If the surplus shrinks (I don't mind if we pay off debt) it could have more of a negative impact on rates. We still have a Republican Congress and Senate so we should not have a revisit of the spending and inflation of the Carter years but the republicans will probably deal more, in acquising to spending proposals (time will tell on this one). Just my 2 cents on gloom in the market (higher rates will slow down our economy, housing etc.). I'm still hoping Abbey Cohen and Goldmans March outlook (a semi-annual forecast) on the market propells us onward. Tim