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Politics : High Tolerance Plasticity

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To: stockman_scott who wrote (8982)	10/3/2001 10:26:43 AM
From: JungleInvestor	Read Replies (2) of 23153

Stephen Roach's article is excellent and I believe, unfortunately, correct. The last sentences are foreboding <<Call it the end of the New Economy. That suggests a significant re-rating of asset prices still lies ahead.>> The following caught my eye: <<A new e-based terrorism, underscored by the lethal Nimda virus, is still wreaking havoc on many large networks. This not only tells us how fragile the IT infrastructure is, but it also hints at the need for a huge fix to network security. >> Appears to be an opportunity here. Anyone have ideas on companies that would benefit from the "huge fix to network security?"

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