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To: sand wedge who wrote (9007)	6/16/1999 5:29:00 PM
From: Michael Watkins	Read Replies (1) \| Respond to of 14427

SW, I keep wondering when/if Y2K will come up as a serious point of discussion for some stocks. Would seem that this is the quarter for it to happen - if not through results from last Q then in analyst guidance for the next two Q's. We've actually seen a smattering of business of the Y2K replacement genre - people replacing non-compliance film and fiche systems that want something electronic for the future. But as a percentage of total business this bit has been small. Seen more people delay new DM solutions because, literally, they are too busy trying to wrap up new SAP and PSFT implementations this year. 'course this is only our view from our little corner of the world. Haven't heard much from my colleagues elsewhere but I have feelers out.