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Strategies & Market Trends : The Rational Analyst -- Ignore unavailable to you. Want to Upgrade?

To: HeyRainier who wrote (1560)	3/31/1999 11:33:00 PM
From: Scott H. Davis	Read Replies (1) \| Respond to of 1720

Rainier, I guess ya just don' understand. His Airness would be able to find a way to win in whatever adverse situation. Willpower x e23. (being from the midwest, and toros teamwork fan, I have a better appreciation for this, such as when Lor Toros stomped on a NW team in the finals) ;o) On the humour/tech corporate budgit/risk/profit front, the following items may be apt regarding Y2K (my wife participates in a latin self study usenet group, from whence these came) Dear Cassius, Are you still working on the Y-zero-K problem? This change from BC to AD is giving us a lot of headaches and we haven't much time left. I don't know how people will cope with working the wrong way around. Having been working happily downwards forever, now we have to start thinking upwards. You would think that someone would have thought of it earlier and not left it to us to sort out at the last minute. I spoke with Gaius Octavius (Caesar Augustus) the other evening. He was livid that Julius hadn't done something about it when he was sorting out the calendar. He said he could see why Brutus turned nasty. We called in the consulting astrologers, but they simply said that continuing downwards using minus BC won't work. As usual, the consultants charged a fortune for doing nothing useful. As for myself, I just can't see the sand in an hourglass flowing upwards. We have heard that there are 3 wise guys in the east working on the problem, but unfortunately they won't arrive till it's all over. Some say the world will cease to exist at the moment of transition. Anyway we are continuing to work on this blasted Y-zero-K problem and I will send you a parchment if anything further develops. · Plutonius. THIS IS A YEAR Y-ZERO-K READINESS DISCLOSURE UNDER AND SUBJECT TO THE ROMAN REPUBLIC YEAR 0 (1?) INFORMATION AND READINESS DISCLOSURE ACT, PUB. L. NO. 105-271, 112 STAT. 2386, SPQR. Dear Plutoniius, What concerns me is that the same people who gave us the problem are the ones who say they have fixed it. Instead of making big pecunia out of this they should be falling on their swords. We have built the same defenses around our house that Caesar did for Geneva and stationed geese about. Don't plan on stopping by unless you want to eat a pilum. Did you hear Gaius' state of the empire speech last night? Tax and spend, tax and spend. I would be surprised if the empire lasts another 500 years. Cassius Also (my favorite) I just received this status report from the Y-to-K project team: Our staff has completed the 18 months of work on time and on budget. We have gone through every line of code in every program in every system. We have analyzed all databases, all data files, including backups and historic archives, and modified all data to reflect the change. We are proud to report that we have completed the "Y-to-K" date change mission, and have now implemented all changes to all programs and all data to reflect your new standards: Januark, Februark, March, April, Mak, June, Julk, August, September, October, November, December As well as: Sundak, Mondak, Tuesdak, Wednesdak, Thursdak, Fridak, Saturdak I trust that this is satisfactory, because to be honest, none of this 'Y to K' problem has made any sense to me. But I understand it is a global problem, and our team is glad to help in any way possible. And what does the year 2000 have to do with it? Speaking of which, what do you think we ought to do next year when the two digit year rolls over from 99 to 00? We'll await your direction.

To: HeyRainier who wrote (1560)	4/19/1999 12:22:00 AM
From: TonyAylward	Read Replies (1) \| Respond to of 1720

Hi there..... Ha ha - good one about Bill Gates jumping out the plane. A serious question for you - what exactly is a cyclical stock and how does it behave - of course a cyclical stock is an interest rate sensitive one - like say heavy equip. maker CAT (..erpillar) . But how do they behave - cyclically i guess - in response to interest rate cycles. When interest rates go down cyclicals NPVs go up and so do their prices - hold on - I dont think that is exactly what happens - i have observed in the past that the market gets ahead of itself - one time (UK - 1990) the market bought cyclicals in anticipation of a cut in interest rates when rates were moderately high (a case of buy the rumor sell the fact) thus when rates were eventually eased - cyclicals got sold off in a big way at the same time that interest rates were falling. Now US market is buying cyclicals again. Why? Is this because interest rates are about to ease - the threat of inflation has receded or something? What are interest rates doing? Well - 6 month $ Euro-rates are pretty flat around 5% and the yield curve suggests they may actually go up in the future. Any ideas on any of this? (what also are consumer cyclicals versus consumer - non-cyclicals)