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Technology Stocks : Discuss Year 2000 Issues -- Ignore unavailable to you. Want to Upgrade?

To: John Mansfield who wrote (692)	12/14/1997 5:24:00 AM
From: John Mansfield	Respond to of 9818

Y2K-GOLD - Cisco earnings warning This is a copy of my reaction on a posting from Bobby Yellin on the POG thread: exchange2000.com << broke down and bought Barrons this afternoon..there was mention that Cisco just warned its investors on the impact the year2000 might have on their sales.. >> Bobby, Right, that is what I am expecting from lots of co's the coming months. Increasingly, we will see a split in 2 types of co's: - those that help solve the problem - those that do not; or only in a very limited way Stock analysis will increasingly reflect this split. << a friend told me that with the savings and loan bailout..the biggies who were at fault sheltered their money by buying huge huge homes, expensive cars and art since under the law..their homes and cars couldn't be taken away..or something like that.. >> That only works in an inflation scenario; but not in a deflation scenario, I think. What do you think? Regards, John