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.
Strategies & Market Trends : The New Economy and its Winners
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Bill Harmond who wrote (6018)4/3/2001 1:05:17 PM
From: Randy Ellingson  Read Replies (1) of 57684
 
William,

As you are well-aware, the market is discounting quite a spell of no growth or declining sales for virtually all (ok, all) software stocks. At least a full year at this point, and perhaps two years depending on one's longer term outlook. Any opinion on the overall software industry's prospects for the coming year or two, or five?

My impression is that while many weaker, younger companies associated with the IT boom will fade away, the bulk of sales are to companies which are sufficiently strong to weather the difficult economy. And that for many of the enterprise software companies, the norm will return to growth in the range of 20% t some point (when is the question).
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