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To: Captain Leap who wrote (12333)	4/22/1999 5:21:00 PM
From: Ross Roberts	Read Replies (6) \| Respond to of 41369

140 1/2 after the close ??? What happened ???

To: Captain Leap who wrote (12333)	4/22/1999 8:09:00 PM
From: Wiljohn	Read Replies (2) \| Respond to of 41369

Y2K related slowdown ??? IBM do not see one. IBM conducted a survey of their clients, the CIO's about IT spending during 2nd half of this year: The Result: according to IBM: "It can't predict a slowdown due to Y2K because most customers don't see it". 17 % see lockdowns in the 4th Quarter Only 1/3 of repondents expect to see a slowdown.

To: Captain Leap who wrote (12333)	4/22/1999 9:43:00 PM
From: freeus	Read Replies (1) \| Respond to of 41369

re Yr 2000. I agree with you sooooo much. I am very concerned about being in margin between Oct 99 and March 00, especially if my main stocks that are margined are (even my beloved) Dell, Msft, Csco, and any other techie stock. They will be buying opportunities, IMHO. AOL will be fine adn so will SWY (I dont have any) HD (I have some) and other necessities stocks. I expect a real stock market scare, similar to Monday, for that period. Then (unless the economy tanks which I dont expect) a new (or continuation) Bull market around Feb or Mar when the world doesnt collapse after all. JMHO. Freeus What type of companies do you deal with, that you see this desire to keep away from new techie stuff for now?