Cents and Sensibility - Kimberly and Friends' Consortium Message Board

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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium

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To: Wes Stevens who wrote (25287)	11/9/1999 3:53:00 PM
From: swisstrader	Read Replies (1) of 108040

All the best Wes and agree that some companies are putting hardware/software purchases on the back burner, but I'd steer more in the direction of a second or third tier supplier vs. a gorilla and I'd also be cognizant of the fact that SEBL/ARBA/CMRC/VIGN/SAP implementations will continue to require massive purchases of infrastructure, backbone, routers and switches to carry on...Y2K is the biggest overdone event of the new millenium...in short, it will be a non-event...if not, CSCO will simply backfill with another 10 acquisitions....best of luck on the puts.

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