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Technology Stocks : Discuss Year 2000 Issues
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To: Jorj X Mckie who wrote (8316)8/24/1999 8:54:00 AM
From: Edwarda  Read Replies (1) of 9818
 
JXM and Ken, my experience with other industries leads me to concur with your conclusions.

I do not mean to sound like Dr. Pangloss (possibly a more apt simile that Pollyanna). I am not saying that there will be no disruptions because I agree with Ken that one has to keep in mind the "domino effect" as so many large corporations' supply chains are global. On the other hand, these corporations--for the most part--are not run by idiots; they are already trying to prepare for supply chain disruptions.

In fact, the above is Ed Yardeni's concern--namely, that we shall see an inventory bulge in the fourth quarter that will inflate reported GDP (probably driving the stock market higher as well), followed by inventory workdown in the first half of next year that will depress reported GDP.
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