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Politics : Formerly About Applied Materials

AMAT 257.02

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From: Gottfried	7/1/2001 11:22:58 PM
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e-mail from Dr.Ed [Yardeni]... >CIO TECH POLL: June's CIO Magazine Tech Poll in partnership with yardeni.com will be posted at yardeni.com Monday morning at 9 am. The latest results suggest that the tech slump may be bottoming. On average, our panel of 276 CIOs from a broad cross-section of companies predicts IT budgets will increase 6% over the next 12 months, up from 4% in May. This is the first significant up tick since November, when budgets were expected to increase 19%, on average. I expect the rebound will be lackluster through the end of the year. The poll includes questions on seven categories of future IT spending. There is also a drilldown feature for cross-section analysis.< The poll should be interesting. G.

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