Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 220.28

-6.4%

3:59 PM EST

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To: zsteve who wrote (27120)	12/13/1998 9:19:00 PM
From: Fortinwit	Read Replies (1) of 70976

zsteve, Thanks for posting the Kurlak piece. I know he engenders rather heated debate depending on one's semi bullishness. But he hit on something worth revisiting. All the evidence that I've seen so far is that the Fortune 500 are simply not going to be buying PCs in size next year, and that Y2K software/consulting solutions are consuming large portions of IT budgets. I concur with TK, look out below in 99 as far as PC sales go. ...Will the Y2K issue increase PC buying dramatically to offset down corporate profits? It is not clear, but we see companies such as Merrill Lynch solving Y2K without much change in PC buying by simply testing existing equipment, which overwhelmingly passes. Practically all leading Pentium, Pentium II and AMD K-6 PCs are Y2K compliant. If more horsepower is not needed then why replace a perfectly good PC in 1999? It appears that software fixes in mainframes to deal with Y2K are taking up a lot of the IT budget. We would not be surprised if corporate PC buys are flat or fall off in 1999.... And, what happens to MU when the Koreans storm the beaches? F.

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