Yardeni has some excellent interviews on y2k now on line at y2kactionday.com

-- BB (peace2u@bellatlantic.net), June 14, 1999

Answers

Start with Gary Beach's interview. The CIO's know the real score, the CEO's have doctored the 10Q. It does not look good.

-- the truth (businessis@done.for), June 14, 1999.

OK, this is a bit weird. Yardeni's site has always said (and still says) that the conference is scheduled for 6/15/1999. What's today's date where you are?

-- Mac (sneak@lurk.hid), June 14, 1999.

Well, no matter what day the Action Day was scheduled, seems the interviews are all there today.

I concur with poster "the truth": the phone conversation with Gary Beach of CIO Magazine is most enlightening. He makes no bones about his sense that a fair percentage of organizations will not hit the end-of-year deadline. He goes on to tell a most interesting story about the reactions of a group of CFOs (bean-counters, not byte-heads) regarding questions about companies' 10Q filings.

I also encourage everyone to listen all the way to the end of the Beach conversation. Gary Beach says, "Bye!", there's a pause, and then we hear Ed Yardeni try to get the attention of someone named "Patrick" to set up a call to Leon Kappelman. "Patrick... Patrick? Ohhhh, Patrick?" Sounds vaguely like Jack Benny's old line: "Oh, Rooochester?"

-- Mac (sneak@lurk.hid), June 14, 1999.

Good point, Mac.

I think there was a snafu there. Regardless, if anyone wants to make the trip to listen to the various and sundries, it's a good idea to check the blue bar above the "real player." It should say 200 days, versus 300 days.

:)

-- FM (vidprof@aol.com), June 14, 1999.

Interesting!

A few points:

Yardeni is still at his 70%, 45% at severe recession. He says he expects (based mostly on JIT manufacturing) "... very significant disruptions ..."

Rick Cowles the same. He stresses that any good scenario is based on TRUST: "IF" they're all telling the truth we should be ok. Makes it clear hes not assured its rosy --- some will be ok, some probably won't.

Basically, we'll see.

In short, I heard no new good news, things are procedeing pretty much as they thought.

-- Jon Johnson (narnia4@usa.net), June 14, 1999.