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Technology Stocks : Panic in the Year 2000: Let's All Become Billionaires -- Ignore unavailable to you. Want to Upgrade?

To: Paul Berliner who wrote (13)	1/11/1999 7:20:00 PM
From: Sawtooth	Read Replies (1) \| Respond to of 32

<<The question is whether Campbells is currently working at full capacity and if they're able to handle say, double or even triple normal demand.>> I think this is an excellent point, Paul, and one I think about when people suggest buying into companies that make gas cans, emergency shelters, oil lamps, solar panels, etc. I suspect many of these types of companies would have difficulty doing a major production ramp-up from current levels. An increase, sure; but maybe not enough to seriously affect EPS and make it worth the investor's risk. Box makers are different, as long as they can keep the components flowing in. JMO.

To: Paul Berliner who wrote (13)	1/12/1999 1:24:00 AM
From: Marc Newman	Read Replies (1) \| Respond to of 32

Some great ideas on this thread already. <<AAPL is not going to notice higher sales on this tangent. I don't know any business that use Apples. Maybe a graphic-design company would.>> Actually, word has it that Apple plans a big Y2K ad blitz due to the fact that Macs have always been Y2K compatible. Apple is going to do very well this year, for a variety of reasons. My other favorite right now is TAVA, which is doing a booming Y2K business and really building up the client list for regular systems work after the Y2K work dries up. Marc