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

To: spiny norman who wrote (27554)	4/21/1998 5:50:00 PM
From: Knighty Tin	Respond to of 132070

Spiny, I think these stocks will do well until 2000 actually nears, then crash if they don't have other businesses after Y2K. But their success getting in the door for Y2K will be a huge advantage if they have any other products to hawk. So, I would buy them selectively through June of 1999, then disgorge and start to take on put thirds. Substitution with new software is a viable alternative for a small shop, but I don't think it is for a larger co. My guess is that the cutoff is about 100 employees and a universe of less than 250 customers. The new software has to be filled with your data, either by hand or by a feed from the old software. Either way, the Y2K glitches have to be weeded out before they are transferred. With less than 100 employees and 250 customers on your machines, it might make sense to just build from scratch. But after that, you are talking a herculean job. I guess I'm saying that they are substitutes in a great many cases, but not with the big or even medium sized firms. MB