The History of the 99 Market

In 99, we had this endpoint of Y2K. And everyone thought that the world was going to stop. Everything was on mainframes. They weren't coded for four digits. Even at O'Neill, we were worried about that because we had a mainframe generating all of our data in our charts. When you get when you get those kind of massive surprises because of demand, you typically have some secular wind at your back. You need to step outside and say, what really is fundamentally changing here that I'm not aware of?