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Technology Stocks : Discuss Year 2000 Issues
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To: Colin Christie who wrote (1416)4/10/1998 9:26:00 AM
From: David Eddy  Read Replies (2) of 9818
 
Colin -

Last quarter, excessive shipments built up in sales channels, only to be aggravated by weak sell-through rates that stemmed from a combination of displaced IT funds for the year 2000 and a lack of upgrades or introductions that would propel an upgrade wave.

My crystal ball says this slow down should be temporary. For now PC budgets are getting diverted to mainframe needs. But working thru the pipeline of understanding is the need to replace lots of desktops.

A market voice that hasn't been heard from in Y2K is the trailing edge of small business that is typically quite content to run obsolete machinery until it falls apart. When small business wakes to their Y2K issues, many very old systems will need to be replaced... should be quite beneficial to PC hardware & software vendors.

- David
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