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Technology Stocks : Discuss Year 2000 Issues

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To: flatsville who wrote (5934)6/8/1999 2:15:00 PM
From: bearcub  Read Replies (1) of 9818
 
say, i just had a thought!
could someone (who knows how to surf the net) dig up an old "official" list of what 'commodities' our gov't used to stockpile as 'critical' to the defense of this nation?

(might be a pretty good guide for post y2k investment model portfolio)why? because, as i recall the 70s, the moment those regulated commodity dependent equities were allowed to come out from under the thumb of price controls, they were the first ones whose earnings shot up, making it a no brainer for year over year quarterly 'earnings' surprises/comparisons. smells like money making window to me.

after all, this y2k mess is minimally going to take us back to the 40s when such stockpiles were what got us through WWII.

any takers on this line of reasoning/research project?
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