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To: Defrocked who wrote (18604)	2/9/1999 9:15:00 AM
From: John Pitera	Read Replies (1) of 86076

See Hank Hermann on CNBC talking about a cliff on the other side of Y2K in terms of a slow-down in technology capital spending on the other side of Y2k.....well One stock to remember in this context...is EMC companies have had to buy huge amounts of extra terabyte storage as they have had to run 2 versions of their systems, The one currently in use and 2) The Y2K remediated and compliant version. When Y2K is used all these companies are going to have huge excess capacity of EMC products Sales for 2000-2001 will be off 50-75% to work off this excess storage capacity. Keep an eye on EMC as this will hit home sometime this spring or summer.

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