THREAD CLOSED!!! Ask Rande 5000+: USE NEW THREAD
- gorby
- Rande
- JackSwanson
- Rande
- JenL_2
- SteveT
- Rande
- Rande
- Rande
- Karin_
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» Rande - Gorby,
Gorby,No justification for owning both. The R3000 represents the 3K largest companies, or about 98% of the total market cap. W5000 takes care of it all (cap weighted percentages can be misleading, there are a lot of companies in that last two percent). Anyway, here's a link for more info:
http://www.russell.com/us/indexes/us/def...
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-- posted by Rande
» JackSwanson - Yardummie
Monday morning, May 8, 2000COMMENT: I now expect that the Federal Open Market Committee will vote to
raise the federal funds rate target by 50 basis points to 6.50% at the May
16 meeting. My previous forecast anticipated a quarter-point hike at this
meeting and again at the June 27-28 session of the monetary policy
committee. The Fed's policymakers are likely to be more aggressive at the
next meeting because of some recent signs that inflationary pressures are
emerging. I think they will not act again at the June meeting because I
expect that the next batch of inflation indicators will show that the
pricing environment remains subdued. The Old Fed just doesn't seem to
understand why the New Economy can grow rapidly, creating lots of jobs,
without reviving inflation. I've tried to explain, but they just won't
listen. They've admitted that their economic models don't work; yet they
continue to rely on the most naïve versions of these models to predict that
unless they continue to tighten credit conditions, inflation will be the
inevitable consequence of unchecked prosperity. The Fed has too many
economists, especially macroeconomists. They need more microeconomists, who
understand that the New Paradigm driving the New Economy is a very old
paradigm called Perfect Competition. Competition is keeping a lid on
pricing. Competition is stimulating innovation. Competition is forcing
companies to boost productivity to offset labor and nonlabor cost pressures.
SUBSCRIBERS: In the latest GLOBAL ECONOMIC ANALYSIS, I show that tight labor
markets have boosted productivity, not inflation. The STOCK MARKET LAB is
more user-friendly now. There, you'll find new, improved versions of the
"Fed's Stock Valuation Model," updated weekly. Also, have a look at EARNINGS
WEEK, coauthored with Joe Abbott, who recently joined my staff from I/B/E/S.
We are forecasting that S&P 500 earnings will be up 18% this year and 10%
next year, on a proforma basis.
PUBLIC: There are lots of new features open to the public. Some are still
under construction, but are almost finished including STOCK MARKET
INDICATORS and INTERACTIVE STOCK PRICE DERBY.
MEGA TRADES: I recently teamed up with Mike Williams of Genesis Partners to
offer a new service called MEGA TRADES. Mike has a great track record of
calling the futures markets. Our multi-factor analytical system is designed
to identify key turning points in the major futures markets using a
combination of technical and fundamental inputs. The results are updated
every Monday morning at www.yardeni.com/megatrades.asp.
MOVIES: Two very exciting, action-packed movies are "Gladiator" and "U-571."
Both are very entertaining and very much in the Hollywood traditions of the
epic and World War II movies, respectively.
Dr. Ed
-- posted by JackSwanson
» Rande - Jen -- Thanks, fascinating article.
Jen -- Thanks, fascinating article.Steve -- Good one. They forgot this part, though: "We'll also see how those who simply stayed the course by ignoring all the hype as they continued to DCA new money into the market ended up as the true winners. Just as they always have."
-- posted by Rande
» Rande - Bonds behaving a little better this morning, as are the S&P and
Bonds behaving a little better this morning, as are the S&P and Nas futures. Good piece posted by Kirk yesterday on the near-term importance of Cisco earnings after today's close -- even more important after the Barron's piece. Wednesday's AMAT report should be meaningful as well -- news that 1Q chip sales set a record that's expected to continue bode well for the industry. Meanwhile, import prices and retail sales on Thursday and PPI on Friday may give a boost if they come in as favorably as expected. Then, of course, it's on to next week's CPI and FOMC meeting. Such fun.
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-- posted by Rande
» Rande - Gee whiz, CSCO better really have good numbers now, huh? Meanwh
Gee whiz, CSCO better really have good numbers now, huh? Meanwhile, here's something to chew on:
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-- posted by Rande
» Karin_ - CSCO
SAN JOSE, Calif. (AP) -- The U.S. Securities and Exchange Commission is investigating possible insider trading in the stock of ArrowPoint Communications Inc. ahead of an announcement Internet equipment provider Cisco Systems would acquire it.A Cisco spokesman confirmed Tuesday that the SEC has made a preliminary inquiry into the all-stock acquisition, now valued at about $5.6 billion. ``This is a routine process for acquisitions of public companies,'' Cisco said in a statement.
ArrowPoint shares soared 27 percent on the Nasdaq Stock Market a day before the Cisco purchase was announced on Friday amid heavy Internet chat room speculation of a takeover.
That same day, however, J.P. Morgan Securities analyst Greg Geiling said ArrowPoint appears to be a clear leader in providing software to direct traffic and speed up the delivery of content such as Web pages over the Internet.
Geiling, a respected telecommunications equipment analyst, projected ArrowPoint's revenue would quintuple this fiscal year.
In the quarter ended March 31, ArrowPoint had revenue of $9.55 million and a loss of $7.5 million.
An ArrowPoint spokeswoman did not immediately return a message seeking comment.
Cisco executives said they hope to use Acton, Mass.-based ArrowPoint -- which went public in March -- to deliver enhanced services to customers and help speed up the delivery of content over the Internet. Cisco said it expects the market for such services to grow to $2 billion by 2003 from $500 million this year.
Shares of Cisco Systems Inc. tumbled 7 percent Monday after a story in Barron's said the stock is overvalued and acquisitions will prove increasingly difficult because of escalating purchase prices of smaller companies.
The San Jose-based company's stock was down 6 1/4 cents to $62.81 1/4 in midday trading Tuesday on the Nasdaq Stock Market. ArrowPoint's shares fell $2.12 1/2 to $128.62 1/2.
-- posted by Karin_
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