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

To: Ruyi who wrote (12853)	9/10/1998 3:20:00 PM
From: John Mansfield	Read Replies (1) \| Respond to of 13949

Right. Therefore this whole valuation model (decline end of 2000) is just B*S. This just reeks of wishful thinking (sort of: 'it is impossible that we will have a collapse of society, therefore most of the mission critical systems will be fixed 2000 latest; therefore Y2k remediation business will decline end of 2000'). Also keep in mind that currently there is still a huge amount of replacement projects (ERP package installation) being carried out. This is HIGH RISK approach for Y2k remediation. I still expect many of such projects to be cancelled the coming year; and co's concentrating on remediation the most important mission critical systems first; by remediation existing legacy code. This bodes well for many Y2k companies, even for so called 'pure Y2k co's'. John