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To: Bill Harmond who wrote (55729)	5/6/1999 3:05:00 PM
From: Wayners	Read Replies (1) \| Respond to of 164684

Over the past 4 years I've seen this inflation fear thing come and go so many times that I'm surprised anybody still falls for it anymore. Shorting the bond market is a sure fire way to lose money.

To: Bill Harmond who wrote (55729)	5/6/1999 3:06:00 PM
From: Sonny Blue	Read Replies (1) \| Respond to of 164684

>>ignoring the bond market. Could be a big mistake, but I think this move is bogus.<< Why? A breakout from a triple top is one of the most powerful, as you used to say. quote.yahoo.com^TYX&d=3m

To: Bill Harmond who wrote (55729)	5/6/1999 3:15:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

I think DoubleClick is one of the big long-term winners. Is there something that recently occured to cause you to notice this stock? I did notice you were not on board last year which I thought was strange since I believe you know something about advertising. (I know nothing about advertising) BTW ebay is trying an "event marketing" thing locally by sponsoring an air show. No television yet, but lots of billboards and radio.

To: Bill Harmond who wrote (55729)	5/7/1999 10:30:00 AM
From: John Donahoe	Respond to of 164684

I'm ignoring the bond market. Could be a big mistake, but I think this move is bogus. The bond market may afffect stocks in the short term. But in the intermediate to long term I think not. Low inflation, "accelerating productivity" (AG) is good news for bonds. I think the recent increase is due simply to excess "demand for money". In any event the bond/stock relation is self correcting. Bonds drop causes stocks to drop. Stocks drop cause bonds to rise. Bonds rise causes stocks to rise. Stocks rise causes bonds to drop. And the cycle repeats ad nauseum. This can be compared to a stable negative control system.