SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Risky Business who wrote (1512)11/1/1996 12:01:00 PM
From: William J. Cook, Jr.   of 13949
 
"The year 2000 mania is only going to happen once."

Let's hope! But here is the key issue. You have to throw out conventional analysis and look to its speculative value. Government is a yardstick for how big the problem will be. Private organizations are keeping their cards close to their vests as to how big their problems are (affects bond ratings, reputations, etc.) but you can extrapolate from the public sector. The technology platforms in government and industry are similar, systems development/design techniques are similar, therefore natures of problems are similar.

This isn't a "grab market share" deal here. As the tornado of fear starts to turn, anyone providing solutions (that actually work that is) will be immensely profitable. Service providers will have to be flexible in deploying multiple solutions based on the customer's architecture of technology. Tool providers will have their niche markets. Your attention should be focused on who covers the technology landscape with their tools and methodologies such that their offerings are broad enough. With this combination of tools and services, the demand for these organizations will quickly exceed their capacity. But that's not such a bad thing now, it it?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News