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Technology Stocks : Discuss Year 2000 Issues -- Ignore unavailable to you. Want to Upgrade?


To: Stewart V. Nelson who wrote (2625)9/27/1998 8:14:00 PM
From: Ruyi  Read Replies (1) | Respond to of 9818
 
Is the site not for a discussion of how Y2K effects stocks and society? Whether companies lose value because of a Y2K breakdown or because of new equipment upgrades,(instaled to replace non compliant systems) that fail to live up to expectations or do not operate as effectively as replaced systems,the end result is the same,loss of productivity and shareholder value.There is starting to emerge a theme of replacement systems failing to measure up to the "hype"proposed by consulting companies, several lawsuits have been filed.As an another example of Y2K problems, just in time inventory systems have been seen to be most at risk to Y2K disruption,yet Dell for the industry leader in this area sees its stock zoom while the company selling them the software has seen its business drop due to this vulnerability.If Dell has production problems this will be a direct result of Y2K,will it not.The loss of soft ware business by its supplier is Y2k related as well is it not.Y2K problems are far more reaching than the anticapated midnight melt down on Jan.I 2000 are they not.