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Technology Stocks : Discuss Year 2000 Issues -- Ignore unavailable to you. Want to Upgrade?

To: Jeff Redman who wrote (5465)4/11/1999 4:52:00 PM
From: Cheeky Kid  Read Replies (2) | Respond to of 9818
 
Jeff, that is real bad news for Y2K stocks. I think we debated this last spring, where you and I were in agreement that most companies would keep the Y2K repairs in house or replace old systems.

I would not want to own a Y2K stock. If I did, I would hope that company had big plans for other work besides Y2K fixes.

In Ratcliffe's talk (in MP3 format) available here:

audible.com

He says it would be a good idea for companies to use Y2K repairs as a lost leader to get their foot in the door. (Not exact words)

Sign up, then click on "Audible for MP3", then look for Adventures in Technology March 1999 by clicking on his picture. Way cool technology, get a glimpse of the future of downloaded recorded media. Something I follow closely:
Subject 23995



To: Jeff Redman who wrote (5465)4/11/1999 5:49:00 PM
From: David Eddy  Read Replies (1) | Respond to of 9818
 
Jeff -

So that's really 3 years.

8% personal turnover gives you an excellent advantage. Continuity of staff is a critical success factor that I listen for.

- David


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