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Technology Stocks : Discuss Year 2000 Issues
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To: John Mansfield who wrote (5719)5/14/1999 7:34:00 PM
From: Hawkmoon  Read Replies (1) of 9818
 
John,

Thanks for the link. I like the analysis. I hadn't realized inventory build-up was progressing to that degree. That a good chart to track over the coming months.

As for bonds, I think we all know that we're being set up for one hell of a buying opportunity. In fact, I instructed the wife to take her 401K and put it into bonds this month. We may lose some more upside in stocks, but I think the odds are that we'll make it up this fall as capital flight takes place into T-bills, both from overseas and the domestic stock market.

People will be looking for a safe haven, and US gov't securities will be the best provider of that.

I don't know if you read a previous post of mine wherein I reported that a bond analyst had mentioned that US T-bills are facing extraordinary competition from corporate bond offerings during the first half of 1999. The second half should leave US bonds in a market by themselves.

We'll see.

Regards,

Ron
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