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Technology Stocks : Discuss Year 2000 Issues

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To: C.K. Houston who wrote (5602)4/28/1999 3:40:00 PM
From: flatsville   of 9818
 
Cheryl--

I saw the ITA/Dept. of Commerce Y2k Problem and the Global Trading System Report for the first time yesterday. Oh baby, it is the Mother Lode of trade data for sure. I've been working with tables 9, 10, 21 and 22. Next I plan to mine some of the source documents. After I categorize the US trading partners according to the Gartner Group infrastructure risk ranking I should have...what? Some really interesting tables that tell me...what? <ggg> This is generally the kind of info needed to deconstruct (?) that 20% of US GDP comprised of imports/exports, but I need greater detail. I hope I can find it.

Yardeni predicts a 5% drop (ouch) in US real GDP. How did he get that? Just once I'd like him to explain how...Even it it's "Well, ya know, I put a load on one evening and pulled it out of my hat" (arse or other just as likely spot.)
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