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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Mohan Marette who wrote (35610)	3/26/1998 10:51:00 AM
From: Watchtower	Read Replies (1) \| Respond to of 176388

Watchtower--Mohan: re, y2k leaves no money for PCs... you made a good point re, y2k! Actually, having project managed the impact analysis (IA) study for two y2k project (i.e. SEIMEMS, RPR)I can assure you that, y2k implementation system requirements often dictates procurement of new systems (PCs, servers, Etc.). Why? Because this is based on the IA (which is usually the 1st phase a y2k project). The IA determines the y2k project workplan, budget, procedures, and controls. In my professional experience, y2k implementation requires much more than just scanning for and fixing date sensitive application code and db data and files. It requires a seperate technical infrastructure (Pcs, network servers and software) so that project team members scanning, fixing and/or replacing date sensitive data can do so incorporation with MIS. In other words a seperate testing and deployment environment must be set up (apart for MIS) with the ability to communicate and dynamically import data "to be repaired" (from existing MIS systems) as well as the ability to synchronize the exporting of "repaired" data (back to existing MIS systems) so that that data can continue to be processed via the day-to-day business activity--without missing a beat. In order to accomplish implement a y2k project, successfully, this requires, primarily, the purchasing of new hardware. A seperate infrastructure, requiring new PCs and servers, will be set up in order to handle the impact of traffic, Db sizing, code scanning as well as migration and conversion efforts. Implementation is based on a four-fold (%) distribution and deployment strategy,namely: 1- 40% replacement of maniframe apps to cheaper and better processing, namely, client-server apps(Pcs, servers; 2- 40% scanning and fixing date sensitive code; 3- 15% re-deployment of newer version of y2k compliant software; 4- 5% work arounds using specialize coding. Remember, a y2k project is a maintenance issue with a whopping cost justification for fixing a very serious problem. But, to "MIS", it is an opportunity for procuring additional computer equipment to fix an isolated problem that will eventually go away. However, after the y2k project...the equipment can used to support general corporate information services needs without additional maintenance or HR cost. WTC

To: Mohan Marette who wrote (35610)	3/26/1998 11:22:00 AM
From: ratan lal	Read Replies (1) \| Respond to of 176388

Mohan corporations will be forced to upgrade their systems just because of the Y2K 'thang' to me that indicates increased demand for highend serves and workstations. What does Y2K problem have to do with hardware. I thought it was a software problem. ratan

To: Mohan Marette who wrote (35610)	3/26/1998 3:47:00 PM
From: Paul van Wijk	Read Replies (1) \| Respond to of 176388

Mohan, About Dell & Y2k; - I agree with Watchtowers posts, - Dell is a relatively save investment, - The real risk for Dell (and almost all other stocks) is that there is a very serious chance the Y2k-problem will turn the world into a depression There are 3 kind of stocks IMO - the risky ones, like banks, insurance companys etc (lots of old code), - those who will profit, IT-services companies, Y2k-stocks (the people (body-shopping etc) are gonna make the money, Y2k-software is not were the money is because there are no silver bullets) - others, like Dell. I asked a guy at PHG how they are managing the Y2k-problem. Answer was; you don't want to know, I asked the guy who is responsible for solving the Y2k-problem for the dutch railways how they are managing the Y2k-problem. Answer was; you don't want to know, I asked a guy who is project-manager for a major warehouse in Holland who they are doing; answer was; you don't want to know, I asked a guy who is responsible for the service-practice Millenium- service from Origin (PHG-related IT-company) was his opinion was; answer; you don't want to know. I'm 100% sure that still most of the people (and investors) are heavily underestimating the problem. Personally I'm hedging my portofolio already with major IT-services companies in Holland because the are all have earning-growth of 50% or more in the last few years and will continue to do so in at least the next 5 years. (All major IT-companies at least quadruppled in the last 1,5 year) 5 years of 50% earnings-growth means earnings will rise over 400% in this period. That makes them a very, very save investment. Those who expect these companies will plunge after 1 jan 2000, forget about it. It will take years to clean up all the mess. And these companies don't need the Y2k-money to grow. To many trends, (e-commerce, the euro, delayed projects because of Y2k etc.) And there is already a tremendous shortage of IT-people. So no matter how high PE is, stock-price will continue to rise spectacular. Look for comparable companies in the USA like CHRZ, KEA (thanks Hank) Paul