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To: John Mansfield who wrote (27421)2/1/1999 1:10:00 AM
From: Hawkmoon  Read Replies (2) | Respond to of 116762
 
So John are you saying that DELL is a good short for Y2K?? <VBG>

Yardeni is quite correct. Asia is "burnt toast" according to some of the coffee shop talk I've had with people I know here in DC who have the inside track.

Regards,

Ron



To: John Mansfield who wrote (27421)2/1/1999 7:09:00 AM
From: Mark Bartlett  Respond to of 116762
 
JOhn,

<<This reinforces my opinion expressed some time ago that part of personalY2k preparations might well be to ALSO stock up on some high tech equipment (PC, printers, camera's, you name it) as well.>>

May just be a tactic too, to get rid of the huge overhang of this stuff that presently exists in the market now.

MB


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