Bill Wexler's Dog Pound Message Board

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Non-Tech : Bill Wexler's Dog Pound

REFR 1.610

+3.6%

3:59 PM EST

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To: Bill Wexler who wrote (5312)	12/7/1999 1:14:00 AM
From: Mark L.	of 10293

Y2K is not going to be the main impetus behind any opportunities... Not sure if I agree with that. I suspect that there will be a bulge in inventories this quarter and a thinning of purchases next quarter from companies who feel they are vulnerable from their suppliers. This could have nasty consequences in Asian economies in the first quarter. Also, I believe that there's been a delay in enterprise-app software purchases while companies worked out their Y2K problems. I would expect the picture for enterprise-app providers and their satellites to improve near-term.

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