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To: NickSE who wrote (54329)8/2/1999 5:36:00 PM
From: pater tenebrarum  Respond to of 86076
 
Nick, good idea...i actually believe that we will see massive inventory build-ups in all stages of production prior to Y2K in preparation for a worse-than-expected scenario. this should help commodities until then, and reinforce the Fed's misplaced concern with inflation.



To: NickSE who wrote (54329)8/2/1999 5:56:00 PM
From: Jorj X Mckie  Read Replies (3) | Respond to of 86076
 
Nick,
"The only thing to fear, is fear itself". Somebody important said that once.

Whether the Y2K fears are true or not, I believe that Mr. Market gets kicked in the nads.
JXM

Jan 1. 2000 - ...Y2k causes massive disruptions to communications, banking,
power generation, transportation, the JIT supply chain, manufacturing, etc... All
of which send prices for basic materials and commodities through the roof due
to massive shortages...


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