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To: Barry Grossman who wrote (70099)	12/22/1998 7:12:00 PM
From: Tony Viola	Respond to of 186894

Barry, thanks for the article on Y2K. This line is almost a ROFLMAO: The consensus on the Street is that this capital-spending boom won't start until April 2000 or April 2001. The line is about capital spending to fix the Y2K problem. ...won't START until April 2000...Talk about locking the barn door after the horse escapes! >>>Most of the spending will be in Web-enabling systems and software, but my guess is that it will be bigger than anyone thinks. This includes servers, routers, switches, caching software, network equipment for load balancing, enterprise software, self-service software, application server software and video editing and delivery systems.<<< He's right. It's not just mainframes or just computers. There are embedded microcontrollers practically everywhere, from semiconductor manufacturing equipment (yikes!) to cars to Caterpillar earth movers, to power control equipment. You name it. One of the air traffic controller horror shows earlier in the decade revealed that they still had IBM 360s for mainframes. They're from, well, the 60s. Pretty old. I personally have a resolve that I won't get on an airplane until well into 2000. April sounds about right. Cheers and good calls this year Barry! Tony

To: Barry Grossman who wrote (70099)	12/23/1998 3:10:00 PM
From: Rob C.	Respond to of 186894

Barry, I love you man....GREAT POST!!! Regards, Rob I am very long CYMI.

To: Barry Grossman who wrote (70099)	12/24/1998 6:24:00 PM
From: Clarksterh	Respond to of 186894

Barry - Retailing is seasonal, and the Web hasn't been, so far. Investors are expecting growth -- and seasonality will be a bit of a shock. The reason that it hasn't been seasonal is that the mad dash of Christmas season sucks people who are tentative onto the web. Having then used it, and feeling more confident, they then order again. Obviously at some point you will have sucked everybody onto the web that you are going to, but I don't think that point is here yet. Too many of the people I know who use the web still haven't bought anything on it. JMO Clark