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Technology Stocks : Dell Technologies Inc.

DELL 133.18

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To: Kayaker who wrote (131254)	6/6/1999 4:24:00 PM
From: divvie	Read Replies (1) of 176387

Y2K slowdown: I can't see how hardware vendors will be hit as hard as the software vendors. The Fed is making all banks test (or get proxy test results) all critical applications and OS's. This is much more complex than testing the hardware, thus, for example the ERP companies have taken a huge hit recently as implementation time is typically over a year. To buy a load of PCs is not as big of a deal than buying a new application package. We had about 50 different BIOSs in our CPQ computers that had to be tested. It would have been relatively easy to have replaced them all so that they all had the same Y2K compliant BIOS. I suspect that a lot of last minute buying will be for such a reason. However, to replace our main banking package would have been a nightmare. BTW, one of the consulting companies doing some SAP work for us has said that sales of R3 are now picking up as the go live dates for these purchases will be Q4 2000 or Q1 2001.

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