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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: John Koligman who wrote (34491)	10/10/1998 11:47:00 PM
From: Yargnad	Read Replies (1) \| Respond to of 97611

John Koligman: I read the same article. Makes sense to me. Probably be smarter to upgrade to newer Y2K compliant machines and get the lastest technology vs. trying to upgrade existing boxes. My thinking is the more machines cpq sells next year the more servicing and support revenue will be generated. I do beg to differ on the slow down after that. Japan's economy will come back to life and will bring the rest of the Asian countries with them. For all the slowdown in Japan's spending, they really haven't scrimped on technology and I think that once their economy starts to expand so will their spending on technology. On the consumer side of things, as the pc becomes more like a vcr in that everybody has one(at least one), I think cpq will be at that dance also. Just a matter of controlling costs in order to produce a healthy margin. IMHO

To: John Koligman who wrote (34491)	10/11/1998 11:10:00 AM
From: rudedog	Read Replies (3) \| Respond to of 97611

John - Forrester has been singing this tune for a while but most evidence contradicts it. There are 2 forces in play which make a slowdown post-2000 unlikely. One is that release of funds which have been tied up in Y2K activities - the 'bubble' of general systems improvements which are being put on hold while IT departments work Y2K issues. The second is the trend, documented in several publications recently, which says that many companies are using the Y2K spending as a catalyst to make long-overdue changes to computer infrastructure, many moving away from mainframe technologies to Unix and NT based systems. These companies will do as much as it takes to get compliant in the next year but the more general shift will take several years. I don't think Forrester has done much good research on this topic, and I have little respect for their conclusions. BTW I am having lots of trouble on SI this morning with 'URL Not Found' messages, anyone else seeing this? message is While trying to retrieve the URL: si4.go2net.com:81/~wsapi/investor/sreply The following error was encountered: Connection Failed The system returned: (111) Connection refused The remote host or network may be down. Please try the request again.