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Strategies & Market Trends : Sharck Soup

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To: velociraptor_ who wrote (13338)	3/26/2001 6:41:44 PM
From: thestockrider	of 37746

>>will be the best of the best of the techs like Intel, >>Microsoft, etc and they were the ones who seriously >>lagged today. These two companies are tied to the same market and have the same problems. The bulk of their revenue is not subscription based. Their current products are good enough to not need replacing for another decade. You can run CAD, graphics, and voice recognition software on the type of desktop computer the secretary gets nowadays. IMO Fortune 500 IT spending ramped up for Y2K, ramped up for getting a Web presence, stayed ramped up this year to get these latest and greatest computers. In the future, budgets will be spent on bigger pipes and subscription-based software services. One-time hardware and software vendors are not growth industries. -thestockrider

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