Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: limtex who wrote (71570)	5/26/2002 7:33:21 AM
From: ChrisJP	Read Replies (2) of 99280

I can't explain why if the economy is expanding that SUNW and other tech favorites haven't seen a pick up in revenues ... Ummmmmmmmmm because most businesses don't need to buy Sun Workstations every year or upgrade their Java software every year ? The same goes for many other tech names. Tech is verrrry cyclical. It always has been. It takes a few years for enough tech innovations to occur for vice-president level people to decide its worth it to make more purchases than normal. For example -- who really needs more than a 266 Mhz PC with 256MB RAM at their desk to do word processing or send e-mails ? What work group needs more than a 100 Mbps switched LAN to share files and send attachments ? However -- the rest of the economy -- you know -- factories and stores, lol -- is most likely benefiting from outrageously low interest rates. Hope that helps, Chris

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