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 (55742)	5/6/1999 3:45:00 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 164684

I don't think there are any fundamental reasons for 6% yields, so I'm not selling anything.

To: Glenn D. Rudolph who wrote (55742)	5/6/1999 3:50:00 PM
From: Tradegod	Read Replies (1) \| Respond to of 164684

Glenn, per AOL, I bailed out of mine this morning. while I believe they will be ok, when sentiment goes against them it can get ugly. Right now, the market appears to feel that they got caught behind the pack with the T/Mediaone/MSFT et al deal. I plan to reenter when some clarity emerges over the pipe wars. Short term TERN might be a hedge as well as BRCM.

To: Glenn D. Rudolph who wrote (55742)	5/6/1999 5:31:00 PM
From: 16yearcycle	Read Replies (3) \| Respond to of 164684

Glenn, I have a retraction.... I just read AG's entire speech and it isn't as hawkish as I thought. If 5 is neutral, I was thinking 7.5 before but it was about a 6.5. It had the feel of an early warning when I saw it, but I think it might have been more of an attempt to dampen the markets enthusiasm and manipulate the bond market. He probably knew tomorrow's numbers. Hard to read him. I wouldn't want to make a living trying to take his money at the poker table. He is not posing as KIS on this thread, that is for sure.