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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (3970)	7/18/1999 10:14:00 AM
From: Jean M. Gauthier	Respond to of 54805

I have been working at Y2k for 18 months now, and it was a pretty senior telecom position. 1st I think/sure that there will be only minor problems, if any. 2nd I expect corporate spending on IT to not slow down, because: a) the lockdowns are at only 25% or so of the BIG accounts business out there b) even under lockdown, new initiatives are still going on, they are just not rolled out c) 3rd & 4th quarter of the year is historically the highest (intel, MSFT etc) d) the internet spending I would be much more afraid of being "out" of the market, than getting in & out. Keep some cash , sure (new money) but I would not sell anything. JMHO Take care Jean