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Technology Stocks : Information Architects (IARC): E-Commerce & EIP

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To: Jeffrey S. Mitchell who wrote (3704)	12/12/1997 7:21:00 PM
From: ZOID	Read Replies (1) of 10786

Jeff: Did you see an overlooked blurb on the DJ news after hours on CSCO? It was down on insider selling, but one analyst piped in that there was another contributing factor which Y2k watchers will appreciate. The first signs of corporate budgets being reallocated will be in network equipment spending. The analyst stated that Year 2000 issues were delaying or postponing buying decisions until Y2K issues are resolved. This is the first time I have seen anyone come foward and hint that networking sales will be put on hold for more pressing issues related to Y2K. CSCO, ASND, BAY, COMS may all trade a lot lower in the next 12 mos. Three cheers for the Ingram Micro contract! Best Regards

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