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Strategies & Market Trends : The New Economy and its Winners

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To: techanalyst1 who wrote (11054)	4/8/2002 5:45:46 PM
From: Wizard	Read Replies (3) of 57684

Large Cap Tech = Mature/Maturing markets... Mature markets aren't going to have a big tech rebound. They will rebound at some point but there are many saturated markets out there. PSFT - high-end ERP is saturated CHKP - high-end firewall market is saturated MCDT - high-end Director market isn't doing well and those buying are waiting for BRCD's SW12k (read: MCDT is getting its ass kicked) ORCL - DB market is mature BRCD - doing well in mid-range SAN market and high-end is incremental opportunity SEBL - CRM market is unsaturated BEAS - AppServer market is unsaturated Multiple others... Pre-announcement season is over and I am just happy I didn't manage to hit any... Guidance will come down as nobody will get a multiple on stretch guidance anyway...

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