Guest jrmfl Posted October 28, 2003 Report Share Posted October 28, 2003 where or how are you seeing that rotation doc? not much action there... Composite Bond Rates U.S. Treasury Bonds Last updated Oct 28, 2003 09:40 AM Maturity Yield Yesterday Last Week Last Month 3 Month 0.85 0.86 0.84 0.84 6 Month 0.97 0.95 0.96 0.94 2 Year 1.81 1.76 1.83 1.54 5 Year 3.23 3.18 3.28 2.89 10 Year 4.29 4.25 4.34 3.99 30 Year 5.14 5.13 5.19 4.93 Link to comment Share on other sites More sharing options...
Guest Posted October 28, 2003 Report Share Posted October 28, 2003 As long as XLNX stays below 29.80 from where I shorted it, I'm sticking with the short but, this morning is rather demoralizing. I was hoping Taiwan Semi wouldn't carry over here that much but, alas. . . . Link to comment Share on other sites More sharing options...
Guest Posted October 28, 2003 Report Share Posted October 28, 2003 da boyz did a bunch of jamming and slamming last night and don't seem to be getting their moneys worth this morning. Link to comment Share on other sites More sharing options...
lb Posted October 28, 2003 Report Share Posted October 28, 2003 shot from guns thanks for warning us Doc hurts less when dong Link to comment Share on other sites More sharing options...
DrStool Posted October 28, 2003 Report Share Posted October 28, 2003 Jrmfl- I watch the $tnx intraday. Was up 9 bp's from yesterday PM low. Now up 6-7 bp. 3 bp gap up on open. Link to comment Share on other sites More sharing options...
BeerMarket Posted October 28, 2003 Report Share Posted October 28, 2003 Beermarket. Tanks for info.Are they really at 98% capacity--things really must be busting a gut in Asia. It is strange that Philips recently sold about a billion in TSMC stock-but it was to shore-up their Q3 results! here are some of the details from TSMC - yes, really 98% this Q but down to 95 next due to seasonality and new capacity already coming online: TSMC ramping 12-inch fab as 3Q net quadruple These results are strong, but I do think it's mixed for the semi market as a whole, including equip. When TSMC adds capacity it might mean several other companies who are now outsourcing to TSMC don't. All part of the productivity miracle. Link to comment Share on other sites More sharing options...
Guest jrmfl Posted October 28, 2003 Report Share Posted October 28, 2003 Jrmfl- I watch the $tnx intraday. Was up 9 bp's from yesterday PM low. Now up 6-7 bp. 3 bp gap up on open. i use ratios to compute moneyflows, and i'm not seeing them. thansk doc. Link to comment Share on other sites More sharing options...
crooked_analyst Posted October 28, 2003 Report Share Posted October 28, 2003 $$ 1.75 in Overnights Link to comment Share on other sites More sharing options...
gruff Posted October 28, 2003 Report Share Posted October 28, 2003 ConCon numbers at 10am Upwards bias, so far... Link to comment Share on other sites More sharing options...
FeedFool Posted October 28, 2003 Report Share Posted October 28, 2003 Chart?????????? Link to comment Share on other sites More sharing options...
lucy Posted October 28, 2003 Report Share Posted October 28, 2003 anyone else have the PGOGY adr in thier account? It's almost time for the "ipo" and reverse split and Ameritrade doesn't even know enough to help me. Link to comment Share on other sites More sharing options...
soup Posted October 28, 2003 Report Share Posted October 28, 2003 a lot of pumping in the early going, several 4 digit+ tick readings , several in the 11's. Link to comment Share on other sites More sharing options...
DrStool Posted October 28, 2003 Report Share Posted October 28, 2003 tnx back to 4.31. As discussed in yesterday's Uncle Buck and Long Bong Hit, 13 day cycle turning up. Link to comment Share on other sites More sharing options...
Slothrop Posted October 28, 2003 Report Share Posted October 28, 2003 Above SPX 1038 would mean 1068. Link to comment Share on other sites More sharing options...
Ags Nightmare Posted October 28, 2003 Report Share Posted October 28, 2003 Just saw on the wires Bush to speak in about an hour. Not sure about what yet. Ag Link to comment Share on other sites More sharing options...
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