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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: taxman who wrote (119083)	4/19/1999 11:01:00 PM
From: stock bull	Read Replies (2) \| Respond to of 176387

Taxman, the y2k issue that I'm referring to is associated with problems that non-compliant companies may encounter. For example, unable to conduct business because computer failed to work, lost records and data bases, etc. Stock Bull

To: taxman who wrote (119083)	4/19/1999 11:54:00 PM
From: Sea Otter	Read Replies (2) \| Respond to of 176387

Y2K And Dell Saw this topic and thought I'd chip in ... I'm in a position to see anecdotal trends among CIO and corporate purchases. Over the past year I've definitely seen a major slowdown in new-system enterprise software sales. For example, Merril Lynch has locked down many system changes and procurements and put all their energy into getting compliant against stable (no new purchases, thus no moving target) systems. I'm seeing the same dynamic repeated across a number of firms. Not so obvious is the hw end. I'm seeing this now, too. The problem is that firms don't want to introduce any uncertainity into the picture. They've got people going around combing through all the hw/sw inventory, and now they aren't interested in changing that inventory in any fashion. "Steady as she goes until we get through this y2k mess" is the mantra. So I think there may really be something to this idea of y2k impacting Dell bottom-line, although the degree of impact is certainly unclear to me. Nonetheless, I expect that money will begin to move out of this sector defensively until y2k has passed.