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Technology Stocks : PSFT - Fiscal 1998 - Discussion for the next year -- Ignore unavailable to you. Want to Upgrade?

To: RetiredNow who wrote (3892)	12/15/1998 6:14:00 PM
From: David W. Ricker	Read Replies (1) \| Respond to of 4509

Mindmeld, I am curious at to why you mention the date 01/01/00. I too am trying to get a sense of the macro curve, but I cannot get a handle on when spending might start to take off again. I am not versed in the ways and means of spending within companies, when money is outlayed in relationship to the beginning of a project etc. Do you think we'll have to wait that long? Are you assuming real spending will not begin until 1Q 2000. Is that because all money will go to y2k up to that point, and everybody is pushing the deadline? I have a gut feeling (hope) that we will start seeing revenue increase some time before that, but it is just a gut feeling. Anybody have any ideas? Is there any data out there on when the upswing might begin, because I seriously blew the downswing that is for sure. P.S. Chuzz, I am not trying to time the market, but get a sense of the greater factors at work that might affect revenues.