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 : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Elwood P. Dowd who wrote (60806)	5/7/1999 5:28:00 PM
From: Night Writer	Respond to of 97611

El, I've been sitting here watching the news stories roll across my screen waiting for some Compaq announcement. I check back on the thread and you have posted them. I'm impressed. Here is an article on the I word. NW Fed's McTeer: No Concerns, Long-Term or Short, on Inflation By Mark Calvey and John D. Boyd, Bridge News San Francisco-May 7--Dallas Federal Reserve Bank President Robert McTeer, a 1999 voter on US monetary policy, today strongly reiterated his positive views about the economic outlook, saying he sees "nothing out there" to derail the US economy and emphasized he has no significant long- or even short-run concerns about inflation risks. McTeer was here to address the annual meeting of the Louisiana Bankers Association. He has long been a consistent advocate of the view that the US economy is in a more efficient period than past expansions, which permits stronger growth with lower inflation. McTeer's remarks today were very similar to those he gave earlier this week in Laredo, Texas, but are significant for their timing. On Thursday, Fed Chairman Alan Greenspan in Chicago had both applauded the economy's performance and warned that it was vulnerable to an inflation pickup, if either the labor market tightened further or the strong productivity pace of recent years begins to abate. Greenspan's remarks were taken as hawkish by the bond market, which feared they might set the stage for the Fed to adopt as early as its May 18 meeting a bias toward tightening policy in the future. However, this morning's jobs report reversed much of that concern, as the jobless rate edged up and hourly earnings rose less than expected. McTeer, though, made it clear he thinks the US economy is now on the track it should be on. He praised its strong growth, de-emphasized inflation threats and cautioned that key global partners such as Europe and Japan remain weak. While he acknowledged the concern over potential constraints from tight US labor markets, McTeer also reiterated his view that the US can remove structural impediments to labor force growth by allowing more highly skilled immigrants into the US and by allowing recipients of Social Security retirement benefits to work without suffering penalties.

To: Elwood P. Dowd who wrote (60806)	5/7/1999 5:36:00 PM
From: Night Writer	Read Replies (3) \| Respond to of 97611

El, The overhaul will authorize four exclusive distributors to sell Compaq products, according to Donaldson Lufkin & Jenrette Securities Corp. analyst Kevin A. McCarthy. Earlier, Mr. McCarthy issued a research note that said the four distributors to be announced Monday are Ingram Micro, Tech Data, Inacom and Merisel. Does it ever bother you that these folks know what is going on before the announcements, and I am sure are making trades based on the information. I have noticed this for years, but it is now starting to bother me. Seems like an announcement should be the first time the "news" is heard. Announcements by analysts about the pending announcement are beginning to irritate me. NW