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Strategies & Market Trends : Bill Wexler's Profits of DOOM -- Ignore unavailable to you. Want to Upgrade?

To: Graeme Smith who wrote (1721)	7/22/1998 2:44:00 PM
From: Spunky Beaver	Respond to of 4634

Graeme, you are correct! Thanks for responding. I serve on the Year 2000 committee at a major university that is recognized nationally as a leader in Y2K conversion/compliance. Our people have appeared as talking heads on major network newscast. From our experience, Y2K is a problem, but not nearly as expensive as was originally estimated by Keane in the beginning. Once you prioritize and replace critical systems, objectively look at what is minimally impacted by Y2K, and plan and budget from their, we have been able to do it all in-house and from normal operational funds. The introduction of a "Good Samaritan" legislation by Clinton (and strangely ignored by the media)see techserver.com, promotes sharing of knowledge and reducing liability arising from Y2K lawsuits should be considered a blow to these smaller Y2K companies. I will you use your info as a starting point for DD into Y2K shorts. Good luck.

To: Graeme Smith who wrote (1721)	7/23/1998 12:31:00 AM
From: jim wick	Read Replies (3) \| Respond to of 4634

Go ahead you pinhead and short seec, your gonna get burned. You might be able to take an 1/8, 1/4, or even 1/2 in the short term. Don't be so naive to think that contracts will stop coming in on 12:01 am on Jan. 1, 2000. Work will continue several years beyond that. Plus, many of these companies are using their cash to purchase other companies to add to existing lines, to expand their offerings. The companies they purchase are not necessarily other y2k companies.