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Technology Stocks : Discuss Year 2000 Issues -- Ignore unavailable to you. Want to Upgrade?

To: John Mansfield who wrote (685)	12/12/1997 6:22:00 PM
From: mike h	Respond to of 9818

John you may well be correct. I only recently started to pay attention to the year 2k problem. The reason was that I receive a monthly statement from my mortgage company and my next payment should have been due 01/01/98. I received a statement dated june saying I was due in sept. I called the bank and they said it was a computer glitch. ok Today I received a bill from my insurance company saying my 6 month payment was due. The bill was for 05/01/98 to 10/31/98. I called them and they said it was a computer glitch! Now these may be just a coincidence but if my recent experiences are being experienced by others then everyone will soon be very aware of the year 2k problem. Nothing makes people take notice faster than incorrect bills! The bank was aware of the problem but has not sent me a new correct statement yet. From an investment perspective these stocks may well get hot soon. Mike H

To: John Mansfield who wrote (685)	12/13/1997 7:39:00 AM
From: John Mansfield	Read Replies (2) \| Respond to of 9818

Y2K-PCDOCS 'Co's have to first establish their Y2K budget allocation, then remaining can be allocated for other things' Interesting note on the PCDOCS stock. How much 'remaining' will be left for such products and companies? John ------------------------------------------------ From: exchange2000.com Thanks to Letmebe Frank! 'Revenues: affected by sales management issues, market indecision of whether they should spend $ on client server or internet based technology. Rubin said that Co's have to first establish their Y2K budget allocation, then remaining can be allocated for other things.'

To: John Mansfield who wrote (685)	12/13/1997 3:37:00 PM
From: John Mansfield	Read Replies (1) \| Respond to of 9818

Y2K and stock value of non-Y2K companies Hi Mike, Yes this goes along with my line of thinking. Still there is little discussion about this effect of Y2K on stock value of many IT companies. I suppose this is mainly because many analysts still do not believe Y2K is a big deal (I have seen several remarks on this board and elsewhere stating that 'there is only this Yardeni guy who thinks there will a recession around 1/1/2000; nobody else; so it is not a big deal'. Also on CEO level of many Co's, many reputations and (personal) interests are involved. - They would have to admit that their current strategy is wrong. - Also, in co's that are going to see a decrease in stock value, the CEO and other management will see the value of their stock options deteriorate as well. So they do have an incentive to delay bringing such messages to the investment public. This is all speculation; not much hard evidence is there. However, these are my feelings right now. Regard, John