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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (14533)	11/8/1999 10:15:00 PM
From: JD	Read Replies (2) \| Respond to of 57584

Foreigners begin moving cash to U.S. as hedge against Y2K This article suggests to me strong fundamental support for the US market (High growth techs & BKX sector) from: - lowering of US interest rates (from capital inflows) - lowering of international rates (from the recessionary pressures resulting from Y2K related business slowdowns). One danger area I see is US co's that depend upon a flow of supplies from these Y2K sensitive areas. And these US co's are increasing their inventory levels because of this concern, which seems to me like it will lead to a "double whammy" for these overseas, Y2K risk exposed manufacturers. First, some of these co's will experience problems with raw material suppliers, distribution, ect....Second, because of their customers inventory loading in Qtr. 4, '99 business will be slower than normal for the first Qtr. of the millennium. There could be opportunity to pick up some good overseas co's around April, with prices beaten down by a confluence of one time events. We just need to find the good co's whose stock price has suffered because of their countries / regions infrastructure and financial system problems. I think their are more solid, company specific investment ideas / research on this thread than any other. Its much appreciated. Jerry