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Gold/Mining/Energy : Gold Price Monitor
GDXJ 99.85+6.2%Nov 24 4:00 PM EST
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To: Alex who wrote (22963)11/14/1998 5:06:00 PM
From: John Mansfield  Read Replies (1) of 116764
 
'...A couple of Y2K notes: On the road trip this week, I had dinner with a friend (one of the most
prestigious business writers in the Bay area). He also is extremely well plugged in to the Y2K problem and
deals with CEO's and CIO's of all kinds of businesses. They all tell him "Oh, things are great....everything will
work out fine".

I'm getting personally concerned about the quality of the Y2K information that is floating around because of
several conversations I had at the power conference I attended. What I'm told confidentially doesn't square
with what the CEO's and CIO's are saying to the press in general and the Y2K media in particular. Let be
share some data points with you - as my Y2K Danger Index (tm) reading will likely be up this week when I
update that index.

I'm told that the lead time for Sun Frost DC freezers is now 23 weeks.
A power consultant told me that 12 - 5 kW generators landed at his local Home Depot store in Canada
on Monday about 3 weeks back and they were all gone by Tuesday afternoon.
The same consultant told me that a lot of CIO's are saying one thing in the office - and buying
generators for their families because they know better. (This consultant/confidential source bought one
too...)
Another source told me that his Kohler generator dealer can't get the factory to commit to delivery
times prior to the first of the year. That's a 60 day lead time on generators. Are you paying attention
here?

I'm mentioning these data points so that when you see this week's Y2K Danger Index update Saturday, you
will understand that the clock is ticking - loudly. At some point, the market will reach awareness and start to
discount these indicators. Right now, I'm starting to watch airline stocks because no one I know is planning to
fly anywhere during the first quarter of 2000 for fear the federal air traffic system won't be stabilized and fully
operational.
...

urbansurvival.com
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