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Technology Stocks : J.D. Edwards debut! (JDEC)
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To: space cadet who wrote (173)10/22/1998 3:11:00 PM
From: treetopflier  Read Replies (1) of 583
 
OT response

KEA will be fine. There will be a lot of shuffling between organizations and within them, but that isn't new. Companies will free up Y2K resources as projects end, but they need to keep some of these folks around to fight fires into 3/2000. The ones that finish can go on to other shops that are running late. KEA would be wise to take those that DO land on the bench and retrain them in Java/HTML/SQL and products like SYMC Visual Cafe so they can work on high buck 2000 projects. I don't see consulting layoffs, just reallocations.

No bottom on BAANF. I don't plan to cover my shorts until it approaches ROSS in price.

DELL is not immune to the slowdown in IT expenditures for HW/SW due to Y2K anxiety and diversion. But it happens later than it did for companies like PSFT and SAP. This is pretty simple to understand. It takes 18 months to implement ERP. It takes 18 minutes to implement a Dell PC. So which can you defer til the last minute, or last year?

There are a lot of PCs still to be replaced and much of that business will go to Dell. By end of Q1 next year the vast majority of organizations will be done with it. I am thinking that by March of 1999 Dell will know that their orders are slowing and by mid 1999 everyone will know that Dell is not going to grow so dramatically in Q3/Q4. Of course they'll still be selling PCs well, but their growth rate will slow during that period and may even be flat.
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