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To: Bobby Yellin who wrote (4220)	12/13/1997 8:32:00 AM
From: Pete Schueler	Read Replies (1) \| Respond to of 116753

Try this one.... ms.com In particular see Steve Roach's piece (starts with "Global") He sees reflation down the way as a result of IMF preemptive response.

To: Bobby Yellin who wrote (4220)	12/13/1997 5:27:00 PM
From: John Mansfield	Read Replies (1) \| Respond to of 116753

Y2K-GOLD - more and more money is devoted to techies to fix the code rather than investing << News is beginning to leak out that the profits in some huge blue chips have been slightly cooked already let alone when more and more money is devoted to techies to fix the code rather than investing... >> Hi Bobby, Yes, that is the feeling I get when discussing this issue with others on SI. You can have a look at various discussions on the 'Y2K impact thread'. Regards, John ------------ e.g.: Y2K and stock value of non-Y2K companies: exchange2000.com >>This is the first time I have seen anyone come foward and hint that networking sales will be put on hold for more pressing issues related to Y2K.<<: exchange2000.com Y2K-PCDOCS 'Co's have to first establish their Y2K budget allocation, then remaining can be allocated for other things' exchange2000.com ORCL exchange2000.com Y2K and Networking companies: found on 3COM thread exchange2000.com

To: Bobby Yellin who wrote (4220)	12/14/1997 1:49:00 AM
From: PaulM	Read Replies (2) \| Respond to of 116753

Hi Bobby Yellin. I heard an analysis on CNBC re: deflation v. inflation. The analyst suggested that Asia will cause global deflation with respect to many goods (computer chips, cars) but that inlfation is likley with respect to many services (70% of the U.S. ecomony), such as health care. The analyst admitted this wasn't an "ideal" scenario. Let me add that we should see deflation with respect to financial assets, especially the stock market. A lot of people who expect to retire on their 401(k) are in for a rude awakening. Bobby, I believe that corporate earnings are a tiny sliver of the iceberg. What we will see now is a global credit contraction. I was somewhat amused at the South Koreans asking for early disbursement of the U.S.'s and Japan's portion of the IMF aid. Japan has its own banking industry to worry about. And the U.S. is still the world's largest debtor nation. So their response was unsurprising. Just imagine how much money the U.S. will have to make (is making) now. It's not just that the Japanese are no longer lending (buying U.S. treasuries). Rather, they are now active sellers (repatriatign caitol). The FED has to eat both sides of this coin. I don't think the market has even begun to realize the implications of this. All of this is coming at the worst possible time for EMU. I guarantee Clinton will go to Bonn asking for favors that just won't fly in Europe, it being as strained as it is already. Things will fall apart. Gold may explode the day EMU falls apart.....Soon I also expect: (1) massive liquidation of debt; (2) massive inflation; or (3) both. No other alternatives that I can see.

To: Bobby Yellin who wrote (4220)	12/14/1997 12:29:00 PM
From: fishweed	Read Replies (1) \| Respond to of 116753

You Said - "Microsoft might now delay its Windows 98 now that the justice department requires the exclusion of Explorer" That ruling didn't make much difference to Microsoft. All it means is they have to make a stripped down or, "brain dead" version of Windows 98 available without IE. but the fully functional version with IE will still be available. So which version will the OEM choose to install in the factory? The cost to them will be the same.

To: Bobby Yellin who wrote (4220)	12/14/1997 5:43:00 PM
From: lorne	Read Replies (3) \| Respond to of 116753

World reaction to currency crisis just 2 years ago. April 25, 1995 CURRENCY TURMOIL: U.S. MUST RESCUE SPENT DOLLAR usia.gov A bit of a lenghty read, the other side of the coin.

To: Bobby Yellin who wrote (4220)	12/15/1997 7:42:00 PM
From: lorne	Read Replies (2) \| Respond to of 116753

Hello Bobby,you mentioned the y2k problem a few times, this may be of interest to you, its a long speech. Remarks by Governor Edward W. Kelley, Jr. Before the Professional Banker's Association, Washington, D.C. December 15, 1997 Remarks on the "Millennium Bug" bog.frb.fed.us