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Strategies & Market Trends : Roger's 1997 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Pancho Villa who wrote (7597)	11/28/1997 1:19:00 PM
From: CatLady	Read Replies (2) \| Respond to of 9285

Re: "many companies instead of "patching up" old Cobol systems to fix the y2k problem are just taking this as an opportunity of purchasing brand new systems" I've been wondering about this since Jack King complained about the Y2K market being "late." CIOs are not stupid or blind. That they would choose to replace rather than fix is the only conclusion that makes any sense to me, but I haven't seen any statistics that would confirm. Have you? As far as buying opportunities, I've haven't really come up with any ideas. This trend would help Compaq and Peoplesoft keep growing, but they're not looking particularly "cheap" right now. Is there any "cheap" client-server company right now? I wonder if Roger knows of one? <g>