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Technology Stocks : 2000: Y2K Civilized Discussion

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To: flatsville who wrote (493)9/1/1999 2:06:00 PM
From: Christine Traut   of 662
 
Hi flatsville:

No. Not hyperventilating yet. I am contemplating the benefits of a monastic life. And going to cash. <gggg>.

As to your question <B.K. or Christine--Would you care to give us odds on successful remediation of Japanese PCs within the next four months assuming Feilder's assessment is correct?> I see that B.K. has already ably replied. For what it is worth, I would tell you that most large US companies feel that they need a few months to distribute a new operating system (or major changes to an existing one). Careful IT shops have to test any changes with every single application that they run. Even if you simply went around and threw the stuff in, it still takes time to physically inventory and locate every PC in a company.

B.K.'s conjecture about how PCs are used is also right on target. My concern is with PCs in small business, retail and medical applications. In many cases in the good old USofA we have tiny software companies that have put pretty critical stuff on the PC platform.

The fact that people on the street continue to think that Microsoft has no Y2K issues makes me very nervous about how many PC systems have been looked at seriously - even here.

Christine
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