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To: Lizzie Tudor who wrote (45684)	6/8/1999 2:29:00 PM
From: John Pitera	Read Replies (1) \| Respond to of 86076

LOL, DLJ is bringing the Y2K Q4&Q1 Lockdown into public consciousness, CNBC just had a story on how spending for hardware and software will be lower for the second half of this year due to the corporate lockdown. there are a lot of under informed investors out there -ng- From April 5th The ERP stocks such as SAP, PSFT and JDEC, are in a different boat than the supply chain management stocks, although the Y2K lock-down from this fall until 3/1/00 will not be a banner time to sell software. The ERP stocks all received huge revenue increases in 1997, and 1998 as companies upgraded systems to be Y2K compliant. When that Revenue driver was finished and the lack of the chance of upgrade, due to the Y2K lockdown on implementing new software took effect, these ERP companies have evil comparisons that have hurt them. 127.0.0.1:3456/SI/~wsapi/investor/reply-8722098