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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: Lee Lichterman III who wrote (29425)	10/21/1999 7:20:00 PM
From: Jorj X Mckie	Respond to of 50167

Lee, On the Y2K stuff. I think that it depends on what the particular product is. If it is a legacy type of platform like a PBX or mainframe, I think that Q1 and Q2 may be difficult. If it is a newer platform distributed platform like PCs, router, individual software package, etc.... I don't think that there will be any lingering negative effect. Basically, I think that you could break it down by those companies that had stellar revenues in Q2 and Q3 99 will likely have trouble in 2000. But those that had normal revenues in Q2 and Q3 99 will have a good 2000. This is off the top of my head without thinking about it too much, but I think the logic works. The P&F indicators are getting low. 32% on the NYSEBP and 34 for on the BPOPTI. Last year the NYSEBP made it down into the teens, so there is still room for downside, but I believe that we will be limited to a correction as opposed to a BK. And you are right, this market is not for those with slow trigger fingers. JXM