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Technology Stocks : Discuss Year 2000 Issues

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To: scott ross who wrote (1911)5/31/1998 5:13:00 PM
From: Paul van Wijk  Read Replies (1) of 9818
 
o You describe the Gartner Group's accuracy on LOC & remediation
costs but then mention their estimates for embedded devices.
Having worked on many embedded systems, I have seen VERY FEW
that CHECK THE DATE. That is: most embedded systems do not use
a date at all. A small fraction of these systems DO use a date.
Of these, a small fraction ever read the date for purposes other
than display. That is not to say there won't be some critical
failures in these devices. There will be. But, for the most
part, embedded systems and Y2K issues are hype. These systems
need to READ THE DATE FOR PURPOSES OF CALCULATION. If they do not
do do so, they will not fail.


1. Can you explain why GM raised their Y2k-budget from $50 mil.
to $500 mil, Unilever from $150 to $500. Both after they checked
their embedded systems!

2. Could you give me an estimate on the percentage of companies
that already did this checking? Below or above 20%?

3. Could you give me one single explanation why you do believe
that GM & Unilever are the only companies that are in deep trouble
because of the embedded software-problem.

4. Have you ever tried to imagine how difficult it is to coordinate
the spending of $500 mil. in 2 years. (That is for 2 companies that
have already checked their plants. Lots of companies have the same
troubles but are not even aware of the problem. Hmmm, nice
time-frame)

Thanks in advance & with regards,

Paul
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