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Strategies & Market Trends : The New Economy and its Winners

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To: techanalyst1 who wrote (9533)	11/6/2001 12:47:05 AM
From: schrodingers_cat	Read Replies (2) of 57684

What you're talking about sounds like a recipe for slow growth in IT spending. Much of the extra demand for bandwidth and processing power will be met by improvements in technology, not increases in spending. We're in the beginning stages of the net buildout, not the end. The boom in spending in the late 90s was driven by a wave of investment driven by a wave of hype about "e-business" and the internet. That spending boom and the earnings growth it produced isn't coming back. Even taking broadband into account, I would say that the net build-out is definitely more than half-done. I think that it will require a whole new technology, on the scale of the internet or the cell phone, for the tech industry to repeat the kind of growth it saw in the 90s.

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