Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: Bipin Prasad who wrote (41708)	12/24/1998 7:25:00 PM
From: Carl R.	Respond to of 53903

Bipin, I plan to buy about 20 pcs this year to replace older 80286/80386's that are probably not Y2K compliant. They are due for replacement anyway, and I have been putting it off for 1999 so as to get the best for the least. I suppose I could test them and buy replacement BIOS's for them if necessary, but why bother? There. Now you know 1 company. My bank just replaced all their computers and software together. The FDIC required them to prove that their software was Y2K compatible, and the software company would only guarantee the software unless they replaced all their hardware, too. Now you know 2 companies. Carl

To: Bipin Prasad who wrote (41708)	12/25/1998 10:53:00 PM
From: Chas	Read Replies (3) \| Respond to of 53903

Bipin, I was reading Latest Business week and read this comment, and once again says they are replacing rather than fixing, so it could be a factor in 99 for PC companies to take advantage and have good sales even in Q1. excerpt from business week.----> businessweek.com "True, Y2K expenditures are costing companies billions. But it's not a black hole, as most investors believe, says Thomas Galvin, investment strategist at Donaldson, Lufkin & Jenrette Inc. ''About 70% of firms have replaced systems rather than fix them,'' he says. ''The key to increasing profit margins is better management of your supply chain, and if you've upgraded for Y2K, you've done that as well.'' Significant technology spending, he adds, usually leads to a productivity-led expansion in profit margins. Galvin forecasts a heady 13% gain in S&P profits.,,,,,,,"