Jules.. or anyone.. from an email this morning "Aberdeen is predicting there will be a slowdown in the technology-rich industries, particularly in financial services, where recent economic instability is causing companies to spend more cautiously. At the same time, it's
predicting there will be large increases in technology spending in the transportation and travel industry as well as the communications and information sector in the next year.
A primary factor in determining where the most spending will occur is the ability to utilize the Internet, according to Donald Bellamy, a senior consultant at Aberdeen. "Probably the most significant issue today is the extent to which business can be transacted, rather than merely supported, via digital forms, including the Internet," Bellamy says.-- Eileen Colkin"
If this is true, which companies specialize intransportation- travel- technology internet, vs those whose business is 'technology rich and financial'??
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By the way, I don't see oil picking up in price and am out of those shares with a good profit. I see the airlines doing much better.. timing isn't just right yet, but they will have their low cost oil/pickup in world travel boom sooner than later.
Jim |
