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To: Mohan Marette who wrote (107138)3/4/1999 2:20:00 PM
From: JRI  Read Replies (2) | Respond to of 176387
 
It's going to be tough for high cap growers...especially techs..to make a lot of headway (price) while the bond is at 5.7%, and the Street stills thinks all PC companies are going to do poorly in Q1..

There is an awful lot of bad news priced into a 5.7% bond yield...I reckon we have a couple more weeks of nervousness before it (bond) starts trending down....although a good number tomorrow could start things going...

Unreal that we have 1.5% inflation and a 5.7% bond yield....If the Fed would raise rates, bonds would probably rally...



To: Mohan Marette who wrote (107138)3/4/1999 2:21:00 PM
From: Nick  Read Replies (1) | Respond to of 176387
 
Anyone heard any INTC rumors:

Message 8152148



To: Mohan Marette who wrote (107138)3/4/1999 2:23:00 PM
From: Dorine Essey  Read Replies (1) | Respond to of 176387
 
Seems to me, that some one out there knows that KUMAR will trash DELL again. Ever since the report came out about him speaking at 3pm, both DELL and IBM started going down down down.

I sure hope I am wrong this time about KUMAR.



To: Mohan Marette who wrote (107138)3/4/1999 3:45:00 PM
From: Dorine Essey  Read Replies (1) | Respond to of 176387
 
Mohan,
Did you get to listen to that creep? KUMAR