Y2k : effects on non Y2k related stocks

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Technology Stocks
Y2k : effects on non Y2k related stocks

An SI Board Since June 1998

Posts	SubjectMarks	Bans
54	2	0

Emcee: John Mansfield	Type: Unmoderated

Introduction Compact

This thread discusses the effect of Y2k on the stock value of companies that do not (seem to) have a direct relation with Y2k remediation.

What happens with the stock value of companies in sectors such as:

- Energy
- Consumer goods
- Transportation
- Warehousing
- Alternative energy (Solar, Wind mills)
- Specialty foods ('survival foods')

etc etc

I would also like to discuss possible strategies; e.g. going long or short on certain companies (in the face of significant Y2k effects on a particular company); option strategies etc.

I want to concentrate on the coming 4 - 8 months. After that period I expect a stock market crash (due to Y2k; perhaps also due to SEA).

Please keep the discussion polite!

John

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
54	Important Y2K defense strategy: Corporate has defined a lower cost alternative	randy kay	-	10/24/1998
53	SAP - exchange2000.com	John Mansfield	-	10/24/1998
52	To ALL--Don't forget Y2K Action Day Conference yardeni.com Click Real Audi	flatsville	-	8/19/1998
51	Another article with (IMO) a flawed conclusion: Let the media be your guide, do	Gary R. Owens	-	8/15/1998
50	Kevin, most people deny the y2k problem...don't know about embedded chips..	Lucky Lady	-	8/15/1998
49	Kevin--http://www.cboe.com/institutional/	flatsville	-	8/14/1998
48	Kevin--Buying/selling options is a form of gambling/insurance depending on your	flatsville	-	8/14/1998
47	Can you please explain what buying puts on indices is exactly? I am a new inve	Kevin Michael	-	8/14/1998
46	Gary--Have you looked at LEAP puts on the indices. Yesterday I looked at Dec.	flatsville	-	8/13/1998
45	Current intermediate-term expectation: Most likely is a rerun of 1987 (though f	Gary R. Owens	-	8/13/1998
44	MSB, <i>The real question is: How long will the power be cut?</i>	Investor-ex!	-	8/12/1998
43	Investor-ex... Thanks for the link. Now one question for those still in Y2K	Hawkmoon	-	8/12/1998
42	The real question is: How long will the power be cut?	Amelia Carhartt	-	8/12/1998
41	To all: Time to get this thread goin' again. comp.software.year-2000 news	flatsville	-	8/12/1998
40	John, "US finance house Merrill Lynch admitted yesterday that dealing wit	Investor-ex!	-	8/12/1998
39	'The Year 2000 bug made up just 5% of information technology (IT)	John Mansfield	-	8/5/1998
38	Now THAT was a GOOD article. An excellent "Readers Digest" version t	Gary R. Owens	-	7/29/1998
37	The Contrarian's View Vol. XIII, #1, July 27, 1998 ASSESSING Y2K fennel.a	Investor-ex!	-	7/29/1998
36	Actually, I don't think its a mass phenomenon yet. The LEAP Puts on the DJ	Geoff	-	7/28/1998
35	Just saw that today, too. So, this puts idea is already a mass meme. Any of y	Ken Crounse	-	7/27/1998
34	'The latest Y2K book is Everyone's Guide to Making A MILLION DOLLARS on	John Mansfield	-	7/27/1998
33	Ken, There are Dec 2000 options on the DJX and SPX from what I recall. Check	Geoff	-	7/27/1998
32	Geoff, Re: exercising, I was just trying to explain why the pricing of these op	Ken Crounse	-	7/27/1998
31	Some of Diebold's products appear not to be Y2K-compliant (source: Diebold	scott ross	-	7/26/1998
30	'From: Robert and Frances Egan <egan263@nospam_allowed.ix.netco	John Mansfield	-	7/25/1998

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