That's NOT what I am saying. I am saying that many companies are moving rapidly to assemble and implement their required and necessary Y2K business solutions as soon as they can. Budgets are being accelerated NOW to allow them to buy now for a reasonable chance to get solutions in before networks "freeze".
After June or so, many companies will NOT allow their networks to undergo any changes which will jeopardize Y2K readiness. If you don't work in IT, and don't have access to information about this, and don't want to take my word for it, then do your own research and check it out yourself. I know what I am talking about.
Yahoo says that HISTORICALLY they are buying this....fine. It's the direction that we want to see. But ask CIO or CTO, or CEO types of people how much DISK and SOFTWARE and other HARDWARE they are going to allow their IT orgs to buy in Q3 and or gosh......in Q4?
Would you risk your job and you're company's ability to do business on Jan 1 if you implemented a non-imperative hardware or software solution in early December? The risk is vs reward is high. I wouldn't, and won't.
That's why there will be a push NOW for these solutions. Q1 and Q2 should be great. Q3 and Q4, IMHO, will be softer.
EMC should AVERAGE 30% growth. That means that they could grow more in Q1 and Q2, and then have good, but softer by comparison Q3 and most probably, Q4.
My money is still in the company's stock, and this isn't going to change. But if you look around, the signs of "acceleration" for HW and SW purchases are showing up in CC and earnings...for those astute sleuths who track these things....
Steve |
