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To: pater tenebrarum who wrote (25079)	9/8/1999 2:48:00 AM
From: NickSE	Read Replies (1) \| Respond to of 99985

heinz, IMHO, Y2K could have box makers scurrying to build up inventories in case their overseas component supplies kick the bucket come Jan. 1st. This could be confusing some into thinking prices for components (i.e. memory prices) are rising due to increase demand when it really is stockpiling in the event of disruptions. Anyway something to think about before deciding to short some of the semis and such. Japanese Y2K Inertia Could Put Fabs As Risk techweb.com ...something smells in tech land and his contention that Y2K may be distorting the demand equation for tech hardware in the short term... Later, Nick

To: pater tenebrarum who wrote (25079)	9/8/1999 7:14:00 AM
From: dennis michael patterson	Read Replies (2) \| Respond to of 99985

Heinz, the electronics retailers (actually, Ingram etc are distributors, to be distinguished from the BBYs of the world) is the oldest of old news. The Ingrams of the world and their demise is a Compaq-specific story. Let me give you just one example-- a clear, pristine example-- of how Hickey et al lose people money. Dell. All those clowns said Dell was dead. They even had me convinced! Until I read Michael Belkin. Dell has gone from 33 to near 50 in the last 6 months. The GREAT call would have been "buy Dell!" Instead, if you listened to the likes of Hickey, and sold at the bottom. you lost money. These guys are losers. As for things "smelling" in techland, the only thing that smells in telcotech land is bearmeat. Csco just goes up. Semis-- TXN, RFMD, INtc, etc. are all going up. Heinz, there is nothing wrong in techland. Beaing a techbear for the last 6 years has been a losing stance. It will continue so.