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

To: Jeffrey S. Mitchell who wrote (10424)	3/25/1998 10:00:00 PM
From: David Eddy	Read Replies (2) \| Respond to of 13949

Jeff - P.S. BTW, I was told today about yet another analyst who just wrote that the Y2K do-it-yourself tool market is declining and that outsourcing is it from here on in. Do you get that same impression? The analysts (I'm assuming stock market analyst here) don't know squat about Y2K. The ones that do aren't writing... they've been trained as Pavlov's dog to write buyside drivel & that's what they do. I think the issue of outsourcing vs do-it-yourself will vacillate back & forth. After the SPG Y2K conference in NYC last week, I have to step back & admit that we're still firmly mired in the early awareness stages. There will be plenty more work for the outsourcers & tool vendors... when folks get serious about Y2K. - David

To: Jeffrey S. Mitchell who wrote (10424)	3/26/1998 1:47:00 AM
From: Sultan	Read Replies (2) \| Respond to of 13949

A friend of mine, who is a PM for a y2k project says just the opposite. Since it is hard to get the outside resources and the rates are high, internal resources have been reassigned to his y2k project. Makes sense. Co. will postpone some stuff if they figure they can pull it off by themselves. Even where the stuff is outsourced, consulting firm is going to use some tools to get the job done. You are not suggesting that any one is going to try to analyze the code themselves, without any automated tools. Are you ?