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Technology Stocks : Data Dimensions -- Ignore unavailable to you. Want to Upgrade?

To: Paul van Wijk who wrote (4120)	1/25/1998 4:43:00 PM
From: Hawkmoon	Respond to of 4571

Paul, I think we are in a measure of agreement on the chances of completing Y2K remediation in time. That is why I favor Y2K plays that deal with F100 or larger companies. While the small players may eventually opt to disappear in the economic IT "purge" eminent with that date change, the big companies have the cash reserves on hand to deal with a 6-12 month disruption as well as being able to order more inventory in advance of the change of century. While I may have my reservations about companies like ZITL and some other Silver Bullet plays, there is a demand for Y2K expertise and DDIM is one of those companies that have accumulated a large amount of knowledge on the steps necessary to remediate. I look for the first 1/2 of '98 to be the point where Y2K companies take the market lead as more and more contracts are announced and future earnings projections increase. Anything past that is up in the air. Evenutally, we may come to a realization that it will be difficult to avoid some major economic disruption. However, I'm certainly not yet at the state where I believe it is the end of the world... <wink>. I think there will be a general sense of panic, and then we will all buckle down to do what has to be done to salvage what we have built over the past 50 years and make it better. Y2K will cull the economic "herd" and those that survive will be even stronger in the future. The issue then will be what kinds of companies will survive and what impact will that have on the economic "balance of power". Some individuals I heard discuss the topic fear that we'll see the growth of mutti-national conglomerate power actually assume a measure of political supremacy more substantial than exists today. The possibilities are endless and will be researched, debated, and discuss for decades after 2000. Just my humble opinion. Regards, Ron