Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 327.01

+2.5%

Jan 16 9:30 AM EST

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To: Paul V. who wrote (21377)	7/10/1998 2:33:00 PM
From: David Rosenthal	Read Replies (1) of 70976

Paul, Y2K problems are software-based. (1) If a company decides to fix the software then there is no hardware impact. (2) If a company decides to replace the software and the replacement software requires new hardware to run then there could be some positive impact. However, most companies will either fix or discard systems as opposed to bringing up new systems so I think (2) will be minimal. Secondarily, many companies are hiring consultants to solve their problems. These consultants have to be paid for and this cost may cause capital spending to be delayed. Therefore, I think the short answer on Y2K is that it is neutral at best and probably negative semis as the cost will likely slow business hardware demand. Dave

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