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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Captain Jack who wrote (50426)	2/28/1999 10:51:00 AM
From: rupert1	Read Replies (1) \| Respond to of 97611

Captain Jack: "in addition organizations spending heavily on Y2K issues last year and this year have put off some hardware purchases until f/y 2000-2001. I hadn't heard that, but it sounds plausible. The critical question is how many and how much? Presumably, those you mention have used their budget to do the necessary YK2 compliance, but will then have an unfettered new budget to replace hardware next year. I hope so, because one of the worries going forward is that after the expected 1999 blip in YK2 hardware sales, and then the strong seasonal sales in the second half 1999, the first half of 2000 will be very quiet precisely because so much new hardware will have been bought in 1999. That;s why i think 4th quarter 1999 might be the time to exit the boxmakers into the software companies which have been suffering a bit from budgets being spent on YK2 compliance - I mean the ORCL, CA and SAPs of this world. But CPQ holds out the promise of AV, new appliances and other consumer-related products which might make up any shortfall from enterprises.