The Justa & Lars Honors Bob Brinker Investment Club Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Investor2 who wrote (9520)	10/28/1999 9:55:00 AM
From: Wally Mastroly	Read Replies (1) of 15132

Y2K musings... Some companies (including Big Blue) have started to use the Y-word in there recent announcements. Some references could be legit - others may be a cover for more systemic company-related problems. Sorting out the wheat from the chaff may be difficult... Different scenarios have been postulated - ranging from doomsday to ho-humm. - Re: Inventories and Quarterly Sales - Y2K impact on same: One could postulate various scenarios... It is not clear to me which is the most likely to occur - although I am leaning toward this one as the most probable: * For fear of delays at the start of year 2000, manufacturing companies may stockpile critical supplies early (or may have already?) - increasing sales in the 3rd and/or 4th quarter of 1999. If so, there could be a corresponding decrease/slowdown in their orders of the same supplies in the following quarter(s) - 4th Qtr 99/or 1st Qtr 2000. - Re: Orders for new computers (and/or new computers)- a more complicated situation. ...to be continued....

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next