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To: Digitom who wrote (6327)2/19/1999 6:47:00 PM
From: BrooklynDave  Respond to of 21876
 
Digitom, I hear most of the Y2K work will be done "in house" by their respective companies.



To: Digitom who wrote (6327)2/19/1999 8:43:00 PM
From: Tech Bull  Read Replies (1) | Respond to of 21876
 
Digitom - (OT) who is getting the y2k $$ ?? One is MSFT as all of the legacy co's finally realize they must upgrade from win 3.1 - no joke - will happen this year.

Long on ASND & MSFT.




To: Digitom who wrote (6327)2/20/1999 8:25:00 AM
From: Jack Whitley  Respond to of 21876
 
<<I see forecasts such as this often these days. However, who is getting this y2k work? The service companies that I follow--KEA,CPWR,CHRZ--
have seen their percentage of revenues derived from y2k diminish from as high as 50% in previous quarters to as low as 10% in the most recent. As low as 7% predicted for next quarter.>>

I asked this exact same question, and got the following answer right out of the mouth of a project manager at one of the companies above. They stopped taking new Y2K projects a while back, and are wrapping up most of the Y2K projects they did have. Depending on the project, if companies had waited as late as Q3 98 to initially ask for help, KEA, CPWR, CHRZ, et al, didn't want the liability risk as they didn't feel that there was enough time to GUARANTEE the project could be done.

jww