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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (25378)	1/12/1998 10:28:00 PM
From: Hawkmoon	Respond to of 132070

<<<Our own work has tended to focus on the degree to which corporate budgets will be re-directed towards solving this problem and away from purchasing more PC's or networking systems. This is in fact already occurring.>>> Earlie, I appreciate your response and the fact that you chose to reserve comment. I tend to agree with you that IT budgets will be greatly impacted by Y2K and it may lead to fewer purchases of computers and especially corporate networking systems. But then again, I have also seen stats that suggest that upwards of 50% of corporate desktops are currently using Windows 3.1, which is apparently not Y2K compliant. So if you are forced to upgrade software, it follows that systems will have to be upgraded to handle the requirements of Win95-8. I believe the jury is still out regarding the impact on MSFT and the box makers. At first I would have completely agreed with you, but there may lie a slight glint of hope for companies like DELL. (we know from Mike's experience that CPQ is a short.. :0) Thank you once again. Regards, Ron

To: Earlie who wrote (25378)	1/13/1998 7:32:00 PM
From: Kerry Phineas	Read Replies (1) \| Respond to of 132070

Earlie, if you'll notice after Oxford's problems this year the CFO and CEO resigned. I didn't hear anything about the head of IS resigning. They may have had some problems with their new system, but I think they had bigtime cash flow problems as well, resulting from incorrectly reserving for incurred but not received claims. The former CFO tends to play fast and loose according to friends who know him(they knew him from way back: he told them that if they worked for him at Oxford he'd make them a millionaire with options). HMOs and other health companies have such enormous data needs that imo in the future the huge system costs are going to be a major factor driving the consolidation of the industry. bwdik?