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Politics : Formerly About Applied Materials

AMAT 242.44

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To: Hank Stamper who wrote (21108)	7/6/1998 3:16:00 PM
From: Sid Stuart	Read Replies (1) of 70976

Re the above quote: I work part time at a smallish hospital in a semi-rural district in British Columbia. We've got about 300 employees and I would guess about 100 computers (maybe less, but that's immaterial to my thesis here). I spoke recently with the MIS guy (keeps the network going; trouble shoots & repairs computers etc.) about Y2K. We've got a lot of very old boxes. He said, over 90 percent of our machines will not work properly with the network come Y2K. I reckon this is the same for many organizations similar in size. Is the reckoning right? If so, would this represent any kind of significant demand for chips-->fabs-->semi-capital equipment? Another aspect of Y2K's impact on corporation buying patterns is that the IT departments of many large companies are so focused on the Y2K problem that they are pushing off the purchase of new computers (I've read this in industry mags as well as seen it in a large company I used to work for.) As these companies finish the testing process, there will be a pent up demand for new purchases. I think 1999 will be a good year for computer companies as they work to fill this demand. Sid

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