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Politics : Formerly About Applied Materials
AMAT 242.41+5.0%3:59 PM EST

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To: Skeeter Bug who wrote (25193)10/12/1998 2:04:00 PM
From: Tony Viola  Read Replies (1) of 70976
 
Skeeter, >>>leland, i've heard both points of view re: y2k. some say it managers will spend
big bucks on y2k compliant hardware while mike burke, a person i've found to
have great insight, says that pc purchase dollars will be displaced by it managers
that spend it dollars on software/grunt code work solutions.<<<

Both hardware and software (consulting) sales should increase due to Y2K. Some other budget will have to give. Reasons: sometimes the simple solution is to roll out the old hardware and roll in new. In the case of PCs, 486 and older are considered not worth messing with, and any code run on them that is even suspect will cause them to be upgraded, probably to Pentium IIs or Celerons, of equivalent. At the other extreme, mainframe manufacturers, at their web sites, will tell you that a particular machine level of a particular machine, or older, CANNOT within reason be made compliant, and the machine should be replaced. OTOH, in many other cases, the cheaper solution is to fix software. Sometimes, also, customers trying to get ready for Y2K buy or lease additional machines on which to test the software fixes, to not interrupt production. That's more revenue also as even the leased machines are often not sent back later. Bottom line, IMO, is that both hardware, and software solutions companies will get a bubble in sales due the Y2K problem. Why do you ask?

Tony

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