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Technology Stocks : REFERENCE

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To: C.K. Houston who wrote (125)	11/20/1997 2:13:00 AM
From: PaulM	of 411

That's alot of info, but much of it isn't true. I had chance to glance at the "embedded systems" material in particular. Claims that "if [non-y2k compliant] system is embedded in a chip, it can't be changed by software." To the contrary, the products sold by most of the hot y2k companies do precisely that. For the most part, the problem will be solved though code that takes a different processing path if the wrong date is encountered. Hardware that's already y2k compliant has existed for quite a while now. My main problem withthe whole Y2k sector as an investment is that supply and competition is underestimated. What is called the "y2k" sector has anything but a corner on the market. Rather the work is and will be done by major consulting firms, major software compaies and major chip makers. I see little advantage of need in "specializing " in y2k. More money to be made shorting this sector than buying, IMO.

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