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Strategies & Market Trends : The New Economy and its Winners
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To: stockman_scott who wrote (11622)5/19/2002 12:39:28 PM
From: Bill Harmond  Read Replies (1) of 57684
 
Interesting piece. That is a colorful post mortem. The real message there to me is that he can't find anything ahead of the curve to write about. I don't know his beat. Let's hope he's at least interested!

We have been through a time of unprecedented investment and we're living through the shock wave.

To me it boils down to what pieces of this explosion have material positive economic benefit. If I (ever an optimist) were writing for Reuters I'd be feeding my editor material on the new technologies that came from this period of unprecedented [over] investment that remain truly impactful on the economy in a positive way; that pay their way today, and hence remain the solutions and applications of compelling and real benefit, worthy of investment in May, 2002.

There are plenty of subjects besides another cycle on Sand Hill Road.

It boils down to ROI. If the ROI is there, the dollars will flow, and there are plenty of subjects that fit the bill.

There were too many bankers chasing too many deals. As the Sonus piece points out the ROI for telecom providers shrunk steeply every year after 1996. The principle of marginal return combined with too much debt hit us in the gut. But from this period we got a whole new breed of technologies that are spot-on for providing new ROI benefits for service providers and enterprises going forward.
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