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Strategies & Market Trends : MDA - Market Direction Analysis
SPY 674.96+0.9%Nov 25 4:00 PM EST

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To: bobby beara who wrote (27135)9/24/1999 11:12:00 PM
From: flatsville  Read Replies (1) of 99985
 
bobby--

You wrote:

>>>The Captain will tell the the price of oil gets put into everything you buy, add in the possible y2k disruptions from non-compliant world commodity producers and just in time inventories you got an explosive situation.

AAPL couldn't get chips, when Norisk Nickel shuts down, you will be locked out of P&P to go into autos.<<<

You've mentioned P&P before. Do you follow swc? (Stillwater Mining) Should the Norlisk operation go belly up for real or shipping disruptions occur due to y2k this might be a nice stock to own (esp. if it goes below $20.)

Any thoughts?
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