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

To: Jorj X Mckie who wrote (8316)	8/23/1999 6:44:00 PM
From: Ken	Read Replies (3) \| Respond to of 9818

Jorj-thanks for your response. One comment about stock sales. The insiders can only sell a small % per quarter, so that would explain why no heavy dumping, yet. What about the Beach bug problem? Did you read 2 articles I posted here recently re: oil industry shutdown potential, one by Schultz, the other by an investigative reporter with many inside sources? I would appreciate any comments you have on them. If you have not seen them, I will repost them. Re; asking Edwarda about the embed. sytems- unfortunately, Edwarda, in case you did not know it, was run off the thread by others and I have been unable to cause her to be willing to return- she doesn't wish to subject herself to the same type of rude behavior as she said she previously experienced here (foobert's post above is a good example of the disgusting behavior of some here). Thanks again. Ken

To: Jorj X Mckie who wrote (8316)	8/24/1999 8:54:00 AM
From: Edwarda	Read Replies (1) \| Respond to of 9818

JXM and Ken, my experience with other industries leads me to concur with your conclusions. I do not mean to sound like Dr. Pangloss (possibly a more apt simile that Pollyanna). I am not saying that there will be no disruptions because I agree with Ken that one has to keep in mind the "domino effect" as so many large corporations' supply chains are global. On the other hand, these corporations--for the most part--are not run by idiots; they are already trying to prepare for supply chain disruptions. In fact, the above is Ed Yardeni's concern--namely, that we shall see an inventory bulge in the fourth quarter that will inflate reported GDP (probably driving the stock market higher as well), followed by inventory workdown in the first half of next year that will depress reported GDP.