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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?


To: Wally Mastroly who wrote (9525)10/28/1999 10:52:00 AM
From: Investor2  Respond to of 15132
 
RE: * For fear of delays at the start of year 2000, manufacturing companies may stockpile critical supplies early (or may have already?) - increasing sales in the 3rd and/or 4th quarter of 1999. If so, there could be a corresponding decrease/slowdown in their orders of the same supplies in the following quarter(s) - 4th Qtr 99/or 1st Qtr 2000.*

That makes sense to me, too. My comments on a slowdown were in reference to general business software. I believe that it is wise for a manufacturing company to stockpile critical supplies prior to the CDC.

Best wishes,

I2