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Strategies & Market Trends : MDA - Market Direction Analysis

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Nov 21 4:00 PM EST

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To: pater tenebrarum who wrote (25079)	9/8/1999 2:48:00 AM
From: NickSE	Read Replies (1) of 99985

heinz, IMHO, Y2K could have box makers scurrying to build up inventories in case their overseas component supplies kick the bucket come Jan. 1st. This could be confusing some into thinking prices for components (i.e. memory prices) are rising due to increase demand when it really is stockpiling in the event of disruptions. Anyway something to think about before deciding to short some of the semis and such. Japanese Y2K Inertia Could Put Fabs As Risk techweb.com ...something smells in tech land and his contention that Y2K may be distorting the demand equation for tech hardware in the short term... Later, Nick

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