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Gold/Mining/Energy : Gold Price Monitor
GDXJ 97.44-1.2%Nov 14 4:00 PM EST

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To: Ken Benes who wrote (40392)9/18/1999 9:30:00 AM
From: Mark Bartlett  Read Replies (1) of 116762
 
Ken,

<,If what you say is true, the initial beneficiary will be the equity markets. Building an inventory requires a great deal of business activity.>>

The demand at the moment for DRAM and other computer items is likely Y2K driven - if that is a non-event - watch this sector get wacked - and wacked real good.

MB
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