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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Hank Stamper who wrote (21108)	7/6/1998 3:16:00 PM
From: Sid Stuart	Read Replies (1) \| Respond to of 70976

Re the above quote: I work part time at a smallish hospital in a semi-rural district in British Columbia. We've got about 300 employees and I would guess about 100 computers (maybe less, but that's immaterial to my thesis here). I spoke recently with the MIS guy (keeps the network going; trouble shoots & repairs computers etc.) about Y2K. We've got a lot of very old boxes. He said, over 90 percent of our machines will not work properly with the network come Y2K. I reckon this is the same for many organizations similar in size. Is the reckoning right? If so, would this represent any kind of significant demand for chips-->fabs-->semi-capital equipment? Another aspect of Y2K's impact on corporation buying patterns is that the IT departments of many large companies are so focused on the Y2K problem that they are pushing off the purchase of new computers (I've read this in industry mags as well as seen it in a large company I used to work for.) As these companies finish the testing process, there will be a pent up demand for new purchases. I think 1999 will be a good year for computer companies as they work to fill this demand. Sid

To: Hank Stamper who wrote (21108)	7/8/1998 2:01:00 PM
From: 16yearcycle	Read Replies (2) \| Respond to of 70976

David, sorry for the delay, but I have no satisfactory response to your question. I THINK that the y2k situation will cause a decrease in spending on hardware and an increase in software. There is only so much money in a companies budget to go around. As far as how serious a problem it is, it seems that folks with equal amounts of expertise and brain power are on opposite sides of the fence on this topic. For someone like me who accumulates data and acts on the most reliable persons opinion, this is a nightmare.