Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.34

+1.0%

12:59 PM EST

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To: Gottfried who wrote (25310)	10/15/1998 1:52:00 AM
From: 16yearcycle	Read Replies (2) of 70976

.50? No idea. I suspect the numbers will pick up by summer, but I haven't had a clue about the business turn. Some of my close confidants in the hardware and software industry tell me the y2k issue is being used to keep there technology budget growing in 1999, despite slowing profits. In other words, projects that aren't primarily y2k, are being held out as related to y2k spending. Overall i.t. budgets will grow, as much as ever, and then the managers can say that in the next year, 2000, that they need to ramp up spending in the areas that were overlooked in 1999. Any comments?

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