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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion

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To: P. Ramamoorthy who wrote (9948)3/10/1998 12:39:00 PM
From: michael tantleff  Read Replies (3) of 13949
 
QUESTION what about compaq and intel as y2k plays. i have assumed that as many as 50 percent of pc s will ned to be replaced because of bad bios chips. this will result in a huge upgrade cycle that is not being talked about yet. informed commentary on this is appreciated. michael
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