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Technology Stocks : Y2K (Year 2000) Personal Contingency Planning -- Ignore unavailable to you. Want to Upgrade?

To: C.K. Houston who wrote (2)	4/13/1998 2:06:00 PM
From: James Strauss	Respond to of 888

Cheryl: As usual, you're ahead of the curve... The metals are just turning around from a long term slump... Metals stocks have usually had more exaggerated moves than the metals itself to the upside and downside... So... If we expect Y2k woes to bring up the price of Gold/Silver etc., metals stocks will give a greater return than the metals themselves... Jim

To: C.K. Houston who wrote (2)	4/13/1998 2:15:00 PM
From: James Strauss	Read Replies (1) \| Respond to of 888

Cheryl: Gold and Silver stocks usually exaggerate the metals price moves to the upside and downside... If we believe that Y2k will raise the metals prices, then metals stocks should offer a greater return than buying the metal itself... The best plays will be in the well known Blue Chip metals stocks like ABX... Jim

To: C.K. Houston who wrote (2)	4/14/1998 7:11:00 AM
From: R. Bond	Read Replies (1) \| Respond to of 888

Cheryl, Yes, I am monitoring a gold/silver portfolio as an indicator of fear in the market these days. AAGIY AEM ABX GGO HM NGC PDG PAASF SSRIF SWC TVX form a sampling. This may show us the beginning of a Y2K-related market turnaround if the sector starts to have strong upward motion in conjunction with public Y2K fears/hype. I believe if it happens, it will be fast. These stocks may be leading the curve. BTW, palladium has been storming up the charts. Cheers, Bond