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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: Hawkmoon who wrote (34974)	12/4/1998 7:53:00 PM
From: NickSE	Read Replies (1) \| Respond to of 94695

Ron, I couldn't agree with you more. Check this story out. Most companies are already struggling with negative earnings growth and now you throw this on there plate and you have a very bearish case for 1999. You can also forget any kind of foreign rebound with most other countries lagging behind our Y2K efforts. dailynews.yahoo.com Re: Y2K investments. Precious metals and commodities may be a better play than Y2K stocks. By next year, it will be obvious Y2K companies can't fix the problem in time. And with everyone in a panic next year, people will be looking for security (i.e. Gold, Silver, etc.). And if there any type of material shortages (i.e. OIL & other nat. resources) we can see a huge run up in prices. I think we'll be seeing more of these funky ambiguous Y2K statements as 1999 brings the millenium into sharper focus. I also think Y2K stocks will have one last major run in 1999 as well. These are a few of the things that keep me up late at night. Also, I welcome any comments on where my analysis is complete screwed up. I believe in being self-correcting in my thinking. Read the daily Y2K articles here for a few weeks and really get frightened at the lack of progress battling the bug. year2000.com Regards, Orbit

To: Hawkmoon who wrote (34974)	12/4/1998 9:33:00 PM
From: Haim R. Branisteanu	Read Replies (1) \| Respond to of 94695

Ron there is an article in BW today exactly about the same problem. The amounts mentioned there are in $1 trillion world wide. Very telling is the example of Samsonite who lost $10 million in sales and $4 million in profits just by running a "bug free" software which brought up more :BUGS: Haim