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Strategies & Market Trends : John Pitera's Market Laboratory
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To: Hawkmoon who wrote (5540)2/12/2002 7:02:29 PM
From: John Pitera  Read Replies (1) of 33421
 
Thanks Hawk, Some areas of technology have much bigger inventory overhangs and also much greater excess capacity.

Areas of software such as Customer Relationship Management software, B2B procurement software, Computer Storage etc, are not nearly as oversaturated as the Wireless and wireline telco areas.

We'll have to see how the consumer acts as this year unfolds.

John
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