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Technology Stocks : PSFT - 1999: The "Make-It-or-Break-It" Year? -- Ignore unavailable to you. Want to Upgrade?

To: Sawtooth who wrote (462)	4/7/1999 7:30:00 PM
From: Michael Burry	Read Replies (2) \| Respond to of 1274

This is consistent with a computerworld survey that says 80% of companies plan no software purchases/new installations starting in June. This looks horrible, but is expected and focuses too much on the Y2K issue. It still misses the larger question of where ERP is going and how PSFT will benefit in the long run. Mike

To: Sawtooth who wrote (462)	4/7/1999 11:36:00 PM
From: Raptor	Read Replies (3) \| Respond to of 1274

Tim A. and Tom .. This just hit me.... IT (or Systems as it was then known) used to rule the roost. "Yes you can have this" ; "NO, you can't have that". They dictated software, projects, purchases, implementations - you name it. That power began to erode as the personal computer revolution came along and users became smarter about computers and computing. Users began to challenge the old paradigm and began to take charge of some of their own destiny. They began to find new solutions to business problems despite IT and often IT was even left out of decision-making. Users are far more empowered in the 90's than ever before. But along comes Y2K. Now those three letters (a new acronym) can strike fear into mere mortals, the executive suite and the business community. The world and the business will come to a grinding halt, there will be blood in the streets, no power, water, etc. - unless the Y2K problem is fixed. Now the IT group all of a sudden has enormous power again because of Y2K. So let's throw the wieght around and start using some military terms like "lock down". I bet some IT types are having a field day out there. Just my observations....