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

To: Rob Bowerman who wrote (4042)	10/22/1998 1:36:00 PM
From: J R KARY	Respond to of 8218

Rob excellent Y2K points - IBM is addressing it on the OS level IBM is the only OS supplier , other than AAPL (coming Server OS X and current Mac OS) , who has addressed Y2K . IBM's G5 mainframe OSs have a facility to catch some date calculations and on the PC level IBM's new DOS 7 is year 2,000 compliant: " IBM has introduced a new version -- that's right, a new version -- of DOS that eliminates year 2000-related problems in the venerable operating system and offers a path for businesses to consolidate older DOS versions from Microsoft and Novell, as well as IBM. " techweb.com I suspect will will soon see (IBM) sorts and compilers (after IBM sells enough G5s) with "century" date sensitivity . Jim K.

To: Rob Bowerman who wrote (4042)	10/22/1998 5:58:00 PM
From: Skeeter Bug	Read Replies (2) \| Respond to of 8218

ok, rob, i was just throwing out a number. so it may not be six months. it also may not be years as you say. heck, if i'm doing business just fine 2 years from now then to heck with a y2k fix ;-) if i'm not i'm gonna get it fixed right away. do you really think between 2000 and several years later some company is going to sit crippled by y2k? i don't think that sounds reasonable so maybe we both have some work to do ;-) if i pay ibm $5 million more for services and $5 million less for hardware and then reverse the two figures i don't see the whopping profits you see ;-) in fact, service agreements seem to be where the margins are so it may mean less money. we'll have to see. if yu are lonbg ibm then i hope it keeps going up. why? this buyback ponzi scheme will result in a nasty little downside if it ever blows up due to a bad economy or reduced it ezxpenditures. i just don't see companies running out to replace pentiums in droves the way you do. they definitely won't if difficult times hit the economy.