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To: Sam who wrote (5418)	2/4/1999 1:04:00 PM
From: Daniel Goncharoff	Respond to of 9256

As far as I can tell, the end of the Y2K work will be a boon to the rest of IT companies. Many major projects, new investments, etc. have been held up waiting for the completion of the Y2K work. Now many firms can open up their systems again and change things. I would focus on non-Y2K software companies, since they have been most effected. Firms with Euro-ready technology may also see a boost. DanG

To: Sam who wrote (5418)	2/4/1999 1:13:00 PM
From: Mark Madden	Read Replies (1) \| Respond to of 9256

I do not understand the logic for a Y2K slowdown. Was the thinking that companies would not buy computer equipment until after the new year because they fear equipment bought in 1999 would fail at the new year? Z has the right idea. We recently saw predicted unit growth of 25% in 1999. These conflicting analyst reports give us nothing solid to go on. We need solid facts instead of unqualified statements. Dataquist has released predictions for the coming year during March for the past two years. Maybe they will give predictions and qualify them next month. Sam's method of "sell on Memorial Day, buy on Labor Day" is great because it ignores unqualified predictions. He only uses his personal observation and the historical facts of annual buying cycles. His method should be right most years unless annual buying cycles change or analysts start copying his plan and drive the prices down in May.