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To: Dwight E. Karlsen who wrote (30878)	10/21/1999 1:27:00 AM
From: Ken98	Respond to of 99985

<<Companies which are putting off deploying new hardware sales until the century turns, are still probably going to need that hardware next year. >> I agree. But what about the extent to which companies have FRONT LOADED hardware and software expenditures because of Y2K? In the last 12 months my firm has installed new PBX units in all of our offices and has installed several hundred computers and new servers. One of the primary reasons being Y2K. I can assure you it will be a couple of more years before we spend ANY more money on new hardware. If this example is typical, and the effects of the lockdown are factored in, what will the effect be on the big tech companies? How many analysts have this dialed into their models? How patient will fund managers be when they realize this? Hopefully, as you say, the effect will be to improve the earnings of the companies having to spend all of this money on upgrades. And, these fund managers will have to actually earn their money and go out and find good companies with good earnings rather than just mindlessly piling into Intel and Dell at stratospheric prices. Regards, Ken.