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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Roger A. Babb who wrote (4632)8/11/1997 4:51:00 PM
From: Joss   of 9285
 
Hi Roger,

My wife is a software engineer at a large semiconductor company. They grumble, groan and moan, but, it seems that their y2k problem will be solved in time, and largely in house. Since reading on this thread about the Y2K issue, I have been asking around to see the state of larger corp. with regard to Y2K. My impression is that it is more of a problem for the smaller companies who have less control over vendors and less manpower to commit to the problem.

Another issue worth noting. At my company, a 2B$ systems integration and software house, Y2K is seen not only as an opportunity, but a risk. All Y2k projects must be reviewed internally for potential litigation risk...Since we are a very agressive company (employee owned), and quite successful at SW projects...It should give Y2K investors something to think about...the potential litigation, I mean. Not that this should be an issue to Short sellers as the collapse should come prior to potential shortcomings in the "fix" being found.

Steve
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