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Technology Stocks : Compaq

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To: Maxer who wrote (8934)11/15/1997 2:49:00 PM
From: Night Writer   of 97611
 
Max,
I am in a financial business that slows down when our clients are doing well. An indication that the economy is doing well. We reengineered our computer system because of the slow down. Several reasons for this.

1. time to do it. 2. money to do it. 3. Process savings off setting expenses. 4. Main frame system needed replacement 5. Software not serving needs 6. Provide mobility to field staff with docking stations.

These are not the classic reasons by the book, but they are a few of the practical reasons. We had to prepare for the future now or be left out of the ball game when our business picks up. Now that the new hardware and software is in place we are discovering how to improve our processes even more.

The point is a slow down might generate even more of this activity to reduce expenses. Althought few companies I know presently run mainframes anymore. There are a number still running 486s with WIN 3.1, and no internet hook up. Of course we are talking slow down here and not melt down. If the economy craters we are all in trouble, and it won't matter what stock we own.
NW
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