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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion -- Ignore unavailable to you. Want to Upgrade?

To: michael tantleff who wrote (9950)	3/10/1998 1:28:00 PM
From: Christine Traut	Read Replies (1) \| Respond to of 13949

Michael: You ask <<i have assumed that as many as 50 percent of pc s will ned to be replaced because of bad bios chips. this will result in a huge upgrade cycle that is not being talked about yet.>> I believe that 'bad bios' chips in PCs can be fixed with software. Network Associates (NETA) announced such a product. In addition, I have yet to see any PC manufacturer advertising 'Y2K guaranteed" new PCs. In fact, my net surfing and press contacts indicate that PCs are still being sold that fail Y2K tests. Maybe 100% compliant PCs are not such an easy thing to create, eh?

To: michael tantleff who wrote (9950)	3/10/1998 2:23:00 PM
From: C.K. Houston	Read Replies (1) \| Respond to of 13949

Michael, <QUESTION what about compaq and intel as y2k plays. i have assumed that as many as 50 percent of pc s will ned to be replaced because of bad bios chips. this will result in a huge upgrade cycle that is not being talked about yet.> I ... TOTALLY ... agree with you. Particularly Intel. Besides PC's, there's gonna be a LOT of manufacturing & process control embedded systems requiring new chips. CHRISTINE: <Maybe 100% compliant PCs are not such an easy thing to create, eh?> Actually they DO already exist. Almost ALL Pentiums are Y2K compliant. Problem's been some manufacturers, instead of using Y2K compliant RTC's (which have been around since 1992 - but cost $.60 more), had still been using non-compliant RTC's. Cheryl RTC = Real Time Clock