Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 155.15

+2.1%

Nov 26 3:59 PM EST

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To: Scott Maxwell who wrote (2804)	10/20/1997 9:41:00 AM
From: Sam Citron	of 10921

Scott, <off-topic> RE: Y2K <<I think it's entirely possible the Y2K disaster will abort world economic growth for a year or two.>> Are you predicting zero growth or contraction in the world economy during year 2000, 2001 with a probability of greater than 50% as a result of Y2K? If so, what might a desireable portfolio look like on 1/1/2000? I have heard enterprise software companies use Y2K in their sales pitches urging companies to convert to SAP, Baan, Peoplesoft, Oracle or whatever, instead of merely repairing old COBOL code? Does such an approach make sense for most companies? If these legacy systems are such patchwork quilts of almost unfathomable code, is it potentially easier to convert, rather than patch? Are the companies that do convert gaining any significant competitive advantage? SC

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