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To: John Hunt who wrote (17154)	11/29/1998 9:33:00 AM
From: Zeev Hed	Read Replies (4) \| Respond to of 18056

John, I think you'll have to add Analog Devices as well. Could the "repacement" market see a lot of ASIC's as well like XLNX and ALTR? I really do not know which manufacturers will benefit most, but if the problem is as big as feared, the whole segment might have a boost including the CPU boys. I would say that some of this is already in the current price of these stocks (except NSM which is still languishing because, I believe, Cyrix is not getting its "fair" share of the CPU market. Zeev

To: John Hunt who wrote (17154)	11/29/1998 5:23:00 PM
From: John B. Smyth	Respond to of 18056

My company, Unitec International Controls Corp. is a SCADA manufacturer. Your question was posted on our SI thread, so FWIW, we use Dallas Semiconductors real time clocks (RTC) for our embedded applications. Other RTC vendors that we have considered include Texas Instruments and Thomson. Y2K compliance is being addressed by all our customers, not only on the SCADA side, but their entire IT and process control operations. We focus on water, electricity and oil and gas applications primarily, and are fully compliant. Hope this info is of interest. Regards, John B. Smyth President & CEO