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Technology Stocks : Discuss Year 2000 Issues -- Ignore unavailable to you. Want to Upgrade?

To: flatsville who wrote (5934)	6/8/1999 1:59:00 PM
From: bearcub	Read Replies (1) \| Respond to of 9818

thanks flatsville for thinking of the transportation index. can one buy options on it also? the govt will be deciding who gets to truck what where/when/& how. that will decide "profits" especially as price freezes will obviously go into effect as severe penalties for price gouging will be concommitant with the petroleum rationing. a thriving black market will emerge as transestrification is practiced both in military and in civi trucking matters. lye will become a premium product to store and sell at the new allowable price. one thing i haven't seen much discussion of is how chemical suppliers just to name one will decide when to hike prices just prior to price controls. will it be 150 days from now? 175? 50? if i was a ceo that was thinking clearly and had been approached by the govt with a little 'stay in business' incentive under the table of course, i'd hike sooner rather than later, and let the reduction in revenues send all my customers "temporarily" to my competition running them out of inventory and into a backlog situation while i sit there and let my higher priced goods 'stack up on the parking lot pad if need be'. it is going to get used...and i might as well be the one with 'pricing power' as they call it nowadays, alan greenspan arm twisting be damned. wish i could be a fly on the wall at some of these 'commodity provider' boardroom planning sessions. would give us some idea as to the price hikes coming at us in LESS than 200 days.

To: flatsville who wrote (5934)	6/8/1999 2:15:00 PM
From: bearcub	Read Replies (1) \| Respond to of 9818

say, i just had a thought! could someone (who knows how to surf the net) dig up an old "official" list of what 'commodities' our gov't used to stockpile as 'critical' to the defense of this nation? (might be a pretty good guide for post y2k investment model portfolio)why? because, as i recall the 70s, the moment those regulated commodity dependent equities were allowed to come out from under the thumb of price controls, they were the first ones whose earnings shot up, making it a no brainer for year over year quarterly 'earnings' surprises/comparisons. smells like money making window to me. after all, this y2k mess is minimally going to take us back to the 40s when such stockpiles were what got us through WWII. any takers on this line of reasoning/research project?