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

To: John Mansfield who wrote (773)	12/24/1997 4:08:00 PM
From: John Mansfield	Read Replies (1) \| Respond to of 9818

Y2K EXPENDITURE SHIFT - LONG POST Also described as 'potential Y2K spending dislocation' (Peter_Niehaus@msn.com). What effect will Y2K expenditures have on stocks that are not or only partially benefitting from Y2K? I have posed the question on several boards of SI; and I have seen distinct reactions (sometimes no reaction at all). Other people have also posed this question. I am still guessing on many stocks. Here you have an overview of what I have found and posted. Hope it is of some interest! Anybody cares to add / make remarks etc? John ----- To: Roger A. Babb (4691 ) From: John Mansfield Y2K-CTXS - what happens with CTXS in the face of shifting IT budgets? exchange2000.com Found on the auspex thread; thanks to James C. Johnson! This is also an issue for the CTXS stock. The following argumentation applies: - hour rates for IT personnel is and will be going sharply UP - budgets will be transferred to projects solving Y2K in a massive way. - DOS and Win3.X has to migrate to windows 95/98 anyhow. A nice way for an enterprise to do this is by implementing Citrix: less support personnel needed (help desk etc); those guys can be transferred to Y2K projects. Any thoughts? John ------ To: John Mansfield (4692 ) From: Mike Buckley >>This is the first time I have seen anyone come foward and hint that networking sales will be put on hold for more pressing issues related to Y2K.<< In AOL's Motley Fool Networking folder, this was discussed months ago if not a year ago. The idea was proposed by Ctraut who also posts in this folder under a different screen name I can't remember at the moment. I believe she referred to it as The Big Pause. She mentioned it more in the context of slower growth for computers, not just networking sutff. When she posts, I stop and read it twice because it's always great stuff. exchange2000.com ----- To: Mike Buckley (4696 ) From: John Mansfield 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 ---------- To: Trader Dave (117 ) From: John Mansfield Tuesday, Dec 23 1997 3:45PM EST Reply # of 120 '...make noise about entering this space' Hi dave! >> I also beleive strongly that a number of the larger players (PSFT/BAANF) are running out of growth at the high end and will make noise about entering this space - that's a major change in distribution channel - they'll probably fail, but it could make for ugly psychology. Look at the performance of Vantive stock, flat to down over time despite fabulous growth, but the psychology is more negative than ever due to increasing competition and fears of pricing pressure. << That is my feeling also! When going forwards towards 1/1/2000, it will be increasingly difficult for larger and even smaller firms to replace old systems with newer systems such as Baan, SAP. exchange2000.com ------------ And here are some related postings: ------------ Y2K-INTERNET - 'Year 2000 Problem Slows Internet Development' entmag.com exchange2000.com 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? exchange2000.com Y2K-GOLD - Cisco earnings warning << broke down and bought Barrons this afternoon..there was mention that Cisco just warned its investors on the impact the year2000 might have on their sales.. >> exchange2000.com ------------ Thread: SDRC - Structural Dynamics Research Corp. To: Jerry Rush (397 ) From: John Mansfield Saturday, Dec 20 1997 4:02AM EST Reply # of 404 Hi Jerry, Well I guess you are right. SDRC products are a big cost cutter. Also, with Y2K increasingly on the mind of every CEO, quality programs will become more important. PDM products can deliver increased quality thru better management of product information. Regards, John exchange2000.com --------- Thread: Boeing keeps setting new highs! When will it split? TO ALL: Ed Yardeni on CNBC today - remarks on Airplanes and Y2K exchange2000.com .... (in yardeni.com 'In an April 3, 1997, response to a Congressional inquiry on embedded microchips, the FAA noted that they have "no formal plan to assess vulnerability of microchips embedded in airborne electronic equipment." However, both Douglas Airplane Company and Boeing Commercial Airplane Company are aware of the problem and are contacting their suppliers. Autopilot systems do not use a year function [http://www.faa.gov/ait/year2000/AppA1.htm]. ' Does anybody have an idea about the impact of Y2K on stocks of co's such as Boeing? They might have to do some repair jobs on the airplanes out there. -----------------

To: John Mansfield who wrote (773)	12/24/1997 4:10:00 PM
From: John Mansfield	Respond to of 9818

INDEX-EC UPDATE: Some government oriented Y2K sites and pages, outside of GB NEW: Y2K-EC - Look who is missing? exchange2000.com Y2K-EC - More details on Y2K in EC countries - and the answer to the quiz!! ;-) exchange2000.com Y2K-SWEDEN This is really sensible! GOOD READING! exchange2000.com Y2K-EC - Luxembourg European council 12 and 13 december 1997 Presidency conclusions exchange2000.com Y2K-EUROPE - Some action by the Belgium government belgium.fgov.be exchange2000.com Y2K-EC : Continental Europeans mumbling: 'Those bloody Brits keep nagging us about this stupid computer thing. Will they never stop?' cordis.lu exchange2000.com ------- OLD: General: European partners wake up to the date change challenge exchange2000.com Situation in Europe - a reason why are we lagging in awareness exchange2000.com Conference The Pan European Year 2000 Conference & Expo exchange2000.com EC CORDIS: European Community research and Development Information Service exchange2000.com More information on EC projects start to appear: cordis.lu Go to: Background document: The Year 2000 Computer Problem, European Commission, Directorate General III - Industry, September 1997, draft 0.3 Summary at: exchange2000.com exchange2000.com This is the first time Y2K is mentioned in the proceedings of the highest level semi-annual government councils. All EC countries participate in such meetings with their prime-ministers. Netherlands Full page Y2K article in NRC, main Dutch newspaper exchange2000.com Dutch government commission: slight PANIC is necessary... exchange2000.com Germany Germany: Bundesministerium fr Bildung, Wissenschaft, Forschung und Technologie, 1997 exchange2000.com exchange2000.com France French Y2K site exchange2000.com Spain Spanish parlament Y2K efforts exchange2000.com Switserland Swiss Y2K government strategy exchange2000.com Swiss site ie.iwi.unibe.ch

To: John Mansfield who wrote (773)	12/24/1997 4:11:00 PM
From: John Mansfield	Respond to of 9818

INDEX UPDATE PC-SOFTWARE This is an index into my postings about Y2K issues in PC software Y2K-Java - Stop the rot - why Y2K must appear in PC magazines I found yet another sample of non compliant code that is written today. This rotting has to stop. the only way is by publishing in the pc/java/c++/... magazines. Message 2939770 Y2K-VISUALBASIC : the biggest single reason for VB's non-compliance is the use of Strings to handle dates class-solutions.com Message 2950837 Y2K-INTUIT - Multi-user version targetted at replacing Small business non-compliant accounting software? Message 2960504 Y2K-PC-SOFTWARE - Foxpro to Access conversion exchange2000.com Y2K-PC-SOFTWARE - X-BASE: 48 million applications? exchange2000.com cinderella.co.za

To: John Mansfield who wrote (773)	12/24/1997 4:16:00 PM
From: John Mansfield	Respond to of 9818

INDEX UPDATE ASSESSMENT / LEGAL / TESTING / NETWORKS / ETC ---------- CONFERENCES Dr. Ed Yardeni speaks in NY on SIA conference 15/1/1998 - 16/1/1998 That's right, this is not just another Y2K Conference.ÿ In fact, if you are engaged in the securities industry, this is the only Year 2000 Conference designed specifically for you because: exchange2000.com ---------- Y2K-US-GOVERNMENT - Congressman Pete Sessions on Y2K Congressman Sessions believes a Y2K Czar must be appointed even though some of Clinton's past Czars have failed. Right now Y2K is going nowhere because everyone is waiting for someone else to do something. From C.S.Y2K, thanks to Kevin exchange2000.com ---------- Y2K-ASSESSMENT - Commercial Off-The Shelf (COTS) Software monmouth.army.mil exchange2000.com ---------- The legal aspects of Y2K Y2K-LEGAL 'I might see ya in court' - aftermath of failed takeover exchange2000.com Y2K-LEGAL - excellent document on Legal Liability (Corporate Funding) Found on the Y2K-euro site of the EC: cordis.lu Tarlo Lyons, Law Firm, London 'Legel Liability and the millenium date change problem' exchange2000.com ----------- NETWORKS Networks and Y2K exchange2000.com It discusses network gear vulnerable to Year 2000 problems. Basically it says that tests have shown that any network installed before 1996 will have problems. Overview of Y2K network problems - SIM forum - by David C. Hall exchange2000.com Y2K and Networking companies: found on 3COM thread Top Stories: Networkers Face a New Competitive Issue: Y2K Compliance exchange2000.com ----------- TESTING Y2K-TESTING - Famous GM Test Guide exchange2000.com ---------- OTHER INTERESTING STUFF Y2K-VISIBLE Y2K-HORIZON ' ... looks forward into the future a full two years' Message 2952495