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Strategies & Market Trends : Bill Wexler's Profits of DOOM -- Ignore unavailable to you. Want to Upgrade?

To: Pierre Mondieu who wrote (3871)	11/26/1998 11:02:00 PM
From: Kevin Podsiadlik	Read Replies (1) \| Respond to of 4634

...when I said panic, I didn't mean about your short sales, I was talking, as you say, about bigger issues... Oh, in that case, amend my response to read, 'Whatever...' ..."Softee does these things?" Think about it some more. Sure, calling a market no big deal, then turning around some time later and entering that very market. Very typical of them. ..MSFT is not competing with TAVA--they are utilizing TAVA's services to ensure uninterrupted power into the Bellevue complex in the event of utility failure. Maybe a few hundred UPSes might be a simpler way? If there are massive blackouts everywhere a few weeks' delay in the development of Win 2000 isn't going to mean much to Microsoft. (Heck, even if there aren't massive blackouts...) But I could have sworn you said MSFT was getting into the Y2K biz. ...Re 60 Minutes--TAVA may not get mentioned, but embedded systems will...I'll take that bet. Too easy to mention in passing, and you'd need a lot more than that to get any bounce off it. Have you read the Year 2000 section of Chevron's latest 10-Q? Okay, so Chevron isn't claiming omniscience. Gee there's a shocker. And because they can't possibly catch everything there will be lingering glitches to fix after 1/1/2000. That hardly means they're likely to be calling up someone brand new to come in and diagnose their non-critical systems.