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Technology Stocks : INPR - Inprise to Borland (BORL)

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To: TTOSBT who wrote (2434)3/22/1999 12:05:00 PM
From: Graham Wideman  Read Replies (2) of 5102
 

chartseer: "INPR: Isn t the problem that Y2K has taken the play away"
TTOSBT: "Most major corp have already completed their Y2K spending"

Well, in my observations, an awful lot of enterprises have *not* finished their Y2K spending, in fact are significantly behind where they should be to be done in time and feel comfortable about any new IT projects. This is more or less borne out by the congressional report of a couple of weeks ago... though some sectors are seen as well in hand. Somewhat disappointing is the extent that Y2K seems be be treated as only an occasion to bandaid old systems rather than an opportunity to replace them. Had the latter been true, then enterprise software vendors might be having a better time.

Graham
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