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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: kha vu who wrote (40829)	5/18/1999 10:44:00 PM
From: TimbaBear	Read Replies (2) \| Respond to of 120523

Another angle to the Dell numbers is what will be generated by this quote from their earnings release: "...The company said sales generated on its dell.com site reached $18 million per day, or about 30 percent of overall sales, putting it on track for Internet sales of about $6.5 billion this year -- the world's largest Web business.".... It seems to me that this is the profit model for web businesses....I think I'll hold on for a little bit, there might be a nice little rally in the stock yet.

To: kha vu who wrote (40829)	5/18/1999 10:46:00 PM
From: kendall harmon	Read Replies (1) \| Respond to of 120523

Interest Rates again, some key excerpts from James Padinha at TSC (thestreet.com): Rising market rates don't produce economic slowdowns. Rather, market rates rise ahead of the Fed action that produces economic slowdowns.... Economies do not just up and brake all on their own, and a rise in market rates will not "do the work" for the Fed. Monetary policy is currently so accommodative that this economy is unlikely to slow materially even if bond yields hang at 5.9% for the remainder of the year. If the Fed wants the economy to slow appreciably, it's eventually going to have to come in and do something about it. ...The challenge is to cite the periods in postwar U.S. economic history during which rising market rates produced material economic slowing in the absence of Fed action, and your narrator will report back when one of the parties who keeps saying they exist rises to it. I know this is an "earnings" based thread, but interest rates matter greatly too for investors, so that the overall environment in which one is playing market gems is properly understood. Padinha has been correct while many, many others have been wrong for a while, so at least his argument deserves to be taken seriously.