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To: Carl R. who wrote (19)	11/8/1998 7:16:00 PM
From: Stitch	Respond to of 1989

Carl, <<I note that "mastermind FYI" repeats the argument that Y2K will decrease hardware spending. I have heard this before, but I think it is backwards>> I agree 100% with your post and, in fact, plan to stake some money on it. I also concur with your concern about the yoyo effect. When there is a spur in corporate buying such as we saw prompted by WIN-95, I think there is a resulting "yo-yo" effect as companies hunker down to deploy what they bought. I also agree that software overhaul has been going on for some time and I know of specific cases where hardware spending was deffered. I also have read that anyone still using DOS or WIN 3.X is not Y2K compliant. (can anyone confirm this?, there are still quite a few systems so configured I understand but cannot find the link with the info). Best, Stitch

To: Carl R. who wrote (19)	11/9/1998 2:20:00 AM
From: Z Analyzer	Read Replies (1) \| Respond to of 1989

<<Thus I believe that sales for the next 9 months should accelerate to a record setting level. Note that because I expect so many older units to be replaced, I wouldn't be surprised to see a yo-yo effect after 2000 as the replacement market dries up and sales plummet.>> My thinking is that hardware and software spending will fall off a cliff as the end of 1999 approaches. Who would dare mess with the systems they have just spent 3 years trying to prepare for the year 2000. Maybe you can still add internet capacity or PCs to a network, but who is going to mess with their mainframes and databases. An important question for us storage guys is whether the PCs will, in fact, be added and whether its considered risky to to add disk arrays. Just my uninformed opinion. Z