Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dupont Photomasks (DPMI) -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (902)	12/29/1999 4:17:00 PM
From: Carl R.	Read Replies (1) \| Respond to of 955

What about consumer inventory? Every consumer I know is stocking up on staples this month. A case of toilet paper here, extra laundry detergent there. Retailers are bumping up inventory to meet this demand, and to make sure they have plenty of inventory. After Y2K comes and nothing happens, consumers will use up their excess inventory before purchasing more. As a result it will take awhile before stores need to re-order due to the fact that they have an ample inventory. By the time this gets back to the raw materials level the effect could be quite pronounced. Carl

To: Ian@SI who wrote (902)	12/31/1999 1:15:00 AM
From: Duane L. Olson	Respond to of 955

Ian, Like you I'm going to cut down on the investment efforts in '00. One of the ways I'm going to accomplish that is to "burn the cash" --new van: all cash...new house, all cash. That ought to cut down on the scope of the "problem" -- not enough time, too many interests. My attitude is still positive, but "rotated"...I'm broadening away from techs, somewhat. Small caps, in general, appear to offer quite a lot of potential, so I'm looking for the recent new RUT highs to continue well into next year. Wish I had a firm feel for the point at which we can expect the next substantial correction....could save a lot of $$.... All the best for '00 Ian... It's been fun in 99... tso