SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : Home on the range where the buffalo roam
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Boplicity who wrote (11231)9/5/2003 11:48:59 PM
From: Lizzie Tudor   of 13815
 
Well Greg, in my view there are some interesting software plays, but the traditional enterprise software is not a great place to be. If you have to buy one, it looks like psft is the most upbeat. They made some good comments today. But basically, I don't know how the entire back office/office productivity/order management software business survives this offshoring. Who needs productivity software in india, nobody that is who. There are some interesting software plays (a few)- I would look at sprt, otex is another. The online meetings area like webex is quite good, that is borderline software.

Cisco and the bandwidth companies on the other hand, much better, you've got global demand there that is a ways from overcapacity and increased demands here in the US too. I like AMD too, some chip friends think the opteron is awesome.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News