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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (43810)	1/18/1999 11:33:00 AM
From: Cynic 2005	Respond to of 132070

Mike, for your viewing enjoyment! #reply-7339025

To: Knighty Tin who wrote (43810)	1/19/1999 12:06:00 AM
From: Shane M	Read Replies (1) \| Respond to of 132070

Thanks for the BMCS and general sector comments. When would you expect to start hearing problems in the channel should the IT freeze-up scenario begin to play itself out? I'm currently invested in quite a few of these types of companies. The scenario you mention does seem to be playing itself out to a degree with companies such as SAP and PSFT (which are seeing positive but slower rates of growth), but on the other side of the coin there are companies still doing well and seeing strong growth such as ORCL and ITWO. In total I don't see the severe drought occurring yet - but am on the lookout. Shane