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Technology Stocks : Data Dimensions -- Ignore unavailable to you. Want to Upgrade?

To: Paul van Wijk who wrote (4112)	1/24/1998 4:22:00 PM
From: Hawkmoon	Read Replies (1) \| Respond to of 4571

Paul, Regarding Unilever, I might note that the company also stated that they believed close to 20% of their suppliers will not be Y2K compliant which will necessitate their carrying additional inventory prior to the end of the century. Kinda frightens me if you carry this prediction over to every large corporation's suppy chain. Imagine 20% of small busnesses going belly-up. The ramifications of only 10% insolvency would likely trigger a full-fledged depression and a renewed surge in deficit gov't spending from the decline in tax revenues. Hmmmm.... Something to ponder. Other than that, I guess your comment regarding going long on DDIM being a mistake, was meant in jest?? I'm long and looking for some rotation from the larger, but very pricey Y2K consultants like KEA, to DDIM. I sold half my KEA and applied it to DDIM with hopes for a short squeeze. With 1/6th of the outstanding shares short (12 million o/s, right??), I think this could get interesting.... :0) Regards, Ron