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To: Runner who wrote (8324)	1/5/1998 2:22:00 AM
From: TokyoMex	Read Replies (3) \| Respond to of 31646

Y2K Stocks Should Boom in 1Q 1998 Today, in late November 1997, the present state of Y2K stocks is rather depressing. With the steady bounce-back of blue chips in recent days, small technology companies have seen substantial decreases in their valuation. This holds true for many Year 2000 technology companies, both tool vendors and service providers. For example, market leaders like Viasoft (VIAS), Computer Horizons (CHRZ) and Seec (SEEC) are trading at fractions of their highs. We believe that this decline is temporary and that by the end of the first quarter 1998 most Year 2000 companies will find themselves loaded with Y2K business. Potential customers who are "sitting on the fence" and reluctant to commit funding to Millennium remediation will be moved to action both by the greater Year 2000 oversight activity of the SEC, and by the new Y2K vigilance of investment analysts and fund managers. As they are moved to action, these companies will of course have to reach for their checkbooks. We believe that this is likely to result in a "Y2K spending spree", the beneficiaries of which will be both Year 2000 tools and service companies, although service companies stand to benefit most of all. This is because we expect that as time goes on, the Year 2000 market will demand more and more end-to-end, system-wide Year 2000 project management solutions rather than specific tools for specific systems or projects. A number of service companies are gearing up for this new business. Answer Think, a consulting group based in whose Year 2000 Program "c.era" is headed by former Gartner Group Y2K guru Kevin Schick, is signing up partners left and right. Companies like AON risk services and Keane are doing the same. Why is the demand for end-to-end solutions so great? We believe that, at long last, most companies are beginning to realize that the Year 2000 Problem is an enterprise-wide business issue and not simply a technology program. They are also realizing that time is rapidly running out, and the concomitant risk associated with doing Y2K work in house is increasing. This is driving many companies to turn to systems integrators and technology consultants to manage their Year 2000 Projects. This will save companies from having to evaluate a multiplicity of tool companies themselves and to acquire Year 2000 solutions in a piecemeal fashion. Additionally, outsourcing their Y2K work to consultants will allow these companies to benefit from the experience of Y2K service companies who have handled multiple projects in multiple IT environments. This turn to consultants by consumers will mean that Y2K tool/software companies will find themselves increasingly at the mercy of service companies. Rather than generating substantial revenue from direct sales to customers, most tool companies will be forced to license their tools to consulting companies. This places the system integrators in a powerful position where they can make or break the tool companies by deciding to use or not use their tools in their projects. In summary, Year 2000 stocks are likely to experience a boom in the first quarter of 1998 as companies feel the heat of the Millennium approaching. There will surely be a lot of business for everyone, but Year 2000 service companies should do better than tool companies because of their capacity to offer end-to-end solutions. With the potential for a Year 2000 bear market for stocks at large, Y2K companies should be all the more attractive. Adam Kaplan Editor Westergaard Year 2000 Investing Index Westergaard Y2K Colloquium Westergaard Year 2000 Investment Experts The Financial Services Industry's Y2K Problem Year 2000 Stocks Market Trends and Insights ÿÿ _

To: Runner who wrote (8324)	1/5/1998 3:00:00 AM
From: paul boudreau	Read Replies (1) \| Respond to of 31646

For what it's worth, I work at a nuke and this issue is not that big a deal here for one very good reason. we don't trust conputers, the plants are not automated. We have real people running things( thank God). We will be replacing some computers that have been in need of replacing for some time, for instance the security computer that reads keycards and decides to let you into a room. There are some controllers that operate in "automatic" mode but do not have any functions associated with the date or time, they simply monitor an input and provide an output as necessary to control a process. Our company does have a millenium site on the intranet for poeple to post ideas and concerns regarding the issue, but I do not know what exactly they are doing about it. I posted a question there regarding embedded systems and mentioned TPRO. The reply was that they were aware of embedded systems and were developing a strategy. I believe the NRC has told companies to take this serious and will probably start turning up the heat in the near future. A typical response would be "Prove to us you don't have a problem, or you will shut down by 01/01/2000."