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Strategies & Market Trends : Waiting for the big Kahuna
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To: robnhood who wrote (15526)4/5/1998 2:53:00 PM
From: Bonnie Bear  Read Replies (1) of 94695
 
They probably shouldn't. Companies may find it cheaper (or just plain necessary) to gut and replace their old infrastructure when they run into problems.
I think IBM may be the mother of all y2K companies....and LMT because we own the old IBM Federal Systems. If we get into a y2k meltdown, the rest of the Dow may erode away and leave IBM standing like the core of an extinct volcano.
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