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Technology Stocks : The New QLogic (ANCR) -- Ignore unavailable to you. Want to Upgrade?

To: Craig Stevenson who wrote (18718)	10/21/1998 11:59:00 AM
From: Technocrat	Read Replies (1) \| Respond to of 29386

> My experience has been that the Y2K problem actually HELPS new > hardware sales... Craig, My point precisely. I was being a bit "tongue in cheek" as your comments reflect my experiences. Y2K can be tackled one of two ways: 1) fix applications written in Cobol; or, 2) fix the data itself. The big database folks like Oracle are betting on #2. Around 1994, I started making some investments in #1 with hotshot companies like Intersolv only to find out this never caught fire. Now, with time running out, fixing data seems to be the only game in town due to the shortages of Cobol programmers. Lots of companies threw up their hands a long time ago and outsourced everything to the experts. This is why Anderson Consulting, EDS, and the like have discovered boom times. They are buying storage solutions backed by new database software. Kurt