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Strategies & Market Trends : The New Economy and its Winners

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To: Sonny Blue who wrote (11795)	5/30/2002 10:55:17 AM
From: Bill Harmond	Read Replies (2) of 57684

10:23 ET Enterprise software visibility improved in May-- Soundview Soundview says that today's strength in the enterprise software group (PSFT +2.9%, ORCL +2.5%, SAP +1.1%, and SEBL +3.3%) is likely due to checks indicating visibility in May has significantly improved and is running ahead of last year, and that professional services firms are indicating a significant increase in requests for proposals. [this is good news relative to GS's reservations]

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