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To: Proud_Infidel who wrote (15532)	9/24/1998 6:54:00 PM
From: Kachina	Read Replies (1) \| Respond to of 17305

Once again - I want to caution, speaking as a software engineer on the inside of this who understands it better than most of the "experts" holding forth - Do Y2K as a perception play. Though there will be some problems in government systems, I place no credence whatsoever in the idea that Y2K will cause a recession. Commercial systems will have few if any problems, hardly a blip compared to many things that have gone on. One example from years back was the changeover to ISO standard data interchange between banks. This required total rewrite of much of the infrastructure. And nobody noticed. It was a more complex thing to do than Y2K. Take care all. There is not much "there" there.

To: Proud_Infidel who wrote (15532)	9/24/1998 7:50:00 PM
From: Tech Master	Respond to of 17305

Alydaar is implementing its post two thousand strategy internally. The strategy includes internet development, supply chain procurement, and legacy to client server transformations. Alydaar anticipates making these plans more definitive by October 15, 1998...from their August 19 press release... Its hard for me to find another company with an automated solution, more blue chip clients, and soon to be announced depth of additional offerings. The body shops did well early, the factories will bring home the bacon next. ZITL isn't quite the same quality of Y2K play as they only hold a 30% stake in their solution company. However, the rising tide will lift most boats... with the key word being "most"... Stay away from TPII, Veronex, CSGI and a few more of the empty promise companies. Indian based body shops are maxed out. While they will show decent earnings with already booked business... no room for more... and no way of getting Uncle Sam's money! Please respond privately if you require any additional sector information.