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.

Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Glenn D. Rudolph who wrote (42283)	2/24/1999 4:21:00 PM
From: GST	Respond to of 164687

Glenn -- Bonds are a problem for sure -- I have been making that case for some time -- but markets are strange things -- and tech stocks sometimes buck the trend when growth is robust. If we get strong numbers tomorrow and Friday, then sure, bonds will tank and assets will get reallocated. But it will hurt the defensive stocks positioned for a slowdown which is not in sight. I was more worried about bonds when they reflected capital withdrawal by offshore investors. We could be seeing divergences in the next two days -- but I would lean towards expecting tech to hold up ok -- heaven knows I have been singing from the other side of the song sheet for six weeks and so I say all this with a funny feeling. Maybe its just my LSI talking <G>.