Discuss Year 2000 Issues Message Board

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Technology Stocks : Discuss Year 2000 Issues

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To: C.K. Houston who wrote (8553)	9/7/1999 8:25:00 PM
From: Edwarda	of 9818

I spoke with a friend yesterday, who gave briefings to the CIA on potential Y2K-related global trade problems. He's not as optimistic as you and your buddies. Cheryl, you and I seem to be missing each other, much like trains on different tracks that keep passing each other without making any real contact. At the risk of sounding like a stupid gorilla pounding his chest, I am trying to say that there are going to be problems--we all know this! But to cite only one agency, about which there is the secrecy factor, the CIA is all over this issue in "developing countries" like a duck on a June bug. And I am one of the sources. I am not suggesting for a moment that there won't be notably supply chain problems--which is why Ed Yardeni is looking for an inventory bulge in the fourth quarter that should inflate reported GDP, suggesting a weak calendar 2000.

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