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Strategies & Market Trends : The Options Box

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Jan 16 4:00 PM EST

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To: X Y Zebra who wrote (7459)	11/18/2000 11:38:21 PM
From: Jorj X Mckie	Read Replies (1) of 10876

yeah, that's what I meant to say. Seriously, from where I stand, the network infrastructure buildout is still very healthy. There are many shifts in where the strength is, but despite all of the negative press, the networking sector is still powering ahead. There is still much in the way of end user applications to be unveiled as more bandwidth becomes available to the home. This should light a fire in the software sector further down the road. And B2B is turning out to be an effective way for businesses to cut costs in the supply chain. Maybe there are more stock market excesses to be wrung out, but the basic business drivers are stil there for the majority of the companies out there.

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