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

To: paul e thomas who wrote (13065)	10/15/1998 7:45:00 AM
From: monu	Respond to of 13949

Keane is supposed to report this morning before the bell (eom)

To: paul e thomas who wrote (13065)	10/15/1998 8:55:00 AM
From: SOROS	Read Replies (1) \| Respond to of 13949

Keane Q3 Net Shr $0.35 Vs $0.18

To: paul e thomas who wrote (13065)	10/15/1998 12:36:00 PM
From: IVAN1	Read Replies (1) \| Respond to of 13949

H-P Sees Computer Growth Slowing In '99 Due To Y2K Thought you might find this of interest, Paul. Best, Ivan1 Thursday October 15 11:10 AM EDT ORLANDO, Fla. (Reuters) - Hewlett-Packard Co. (HWP - news) Chief Executive Officer Lewis Platt said that he sees a likely significant slowdown in the computer hardware industry during the second half of 1999. Speaking to an audience of computer information technology managers at a conference here, Platt said the focus on upgrading computers to be ready for the Year 2000 date change would hurt the hardware industry. He downplayed more apocalyptic scenarios such as a freeze on spending and possible social dislocation. ''My own personal view is that a significant slowdown in hardware purchases is likely to result in the second half of 1999,'' Platt said. He noted that, as a diversified maker of a variety of electronics products, only 50 percent of Hewlett-Packard's revenues come from computer products that might be affected directly. ''I absolutely agree there will be some impact...there will be some negative impact particularly on server revenue,'' he said of the large computers used to run business operations.

To: paul e thomas who wrote (13065)	10/16/1998 10:16:00 AM
From: paul e thomas	Read Replies (1) \| Respond to of 13949

SHORING UP INVESTOR CONFIDENCE Both CBSI and CHRZ issued press releases in recent days to reassure nervous investors that they were on course. CBSI said it was comfortable with the high end of Analyst projections. The weak earnings reported by VIAS certainly reaffirms that the Y2K tool business petered out much faster than I at least had expected.It emphasizes the importance of the soundness of the post 2000 strategy for all Y2K players.