Compaq Message Board - Msg: 8095394

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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (50839)	3/1/1999 7:00:00 PM
From: rupert1	Read Replies (2) of 97611

El: The first feature on ML with Lou Dobbs was about YK2 compliance - they are going to continue it tomorrow. Apparently, 50% of small businesses in the US have done nothing and there is a lot of work to be done in many sectors and especially the medical. I would have thought this was good for CPQ. That stupid Street-com article says that people are spending their money on services - not hardware. CPQ earns 40+% of its revenues from services. A lot of the big software companies are saying people are spending their money on hardware, not software. I think the big push on YK2 in small and medium enterprises is yet to come - the Congressional report today and the publicity should get it going. The technology report is coming up next.

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