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Technology Stocks : Dell Technologies Inc.

DELL 126.42

+2.8%

Dec 19 9:30 AM EST

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To: Jorge who wrote (34447)	3/16/1998 11:05:00 PM
From: John Trader	Read Replies (1) of 176387

George, Amen to that. For all Regarding Y2K: Paul Reuben recently posted an interesting article from the Washington Post which suggests a tech slowdown and mentions the "Year 2000 Problem" (Message No. 34368). washingtonpost.com. I am sure this has been discussed before, but I wonder if anyone has any thoughts on Y2K, and how it might relate to Dell. I recall listening to a tech analyst on "Wall Street Week" a while ago advising simply to stay out of elevators on January 1, 2000 if you are worried about it. He did not seem to think it would be a big deal for tech stocks. The above article is mostly negative regarding the impact of Y2K but does mention that some companies may decide to scrap their older computer systems and re-equip, which would have some benefit. There was an article in Barrons a few months ago in which the argument was made that Y2K will be a big hit for tech stocks because all sorts of companies will use up most of their technology budgets on Y2K and therefore cut way back on other tech purchases during this time. In addition, there is a new book out on the Y2K problem (seems like sort of a scare-book without a lot of substance, forgot the title) which makes the argument that any company that gets significant revenue from Uncle Sam will get hit hard from Y2K because of drastically reduced government spending around that time on all other things. The book mentions 3-Com as an example of a company that gets a lot of revenue from the government. Does Dell do a lot of business with the government? I sort of recall that they do. There certainly is a lot of conflicting views on this Y2K issue and tech stocks. Perhaps this post will generate some more discussion on it and how it relates to Dell. Best wishes to all, John

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