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Strategies & Market Trends : The New Economy and its Winners

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To: Lizzie Tudor who wrote (13294)	8/3/2002 11:35:38 AM
From: Bill Harmond	Read Replies (1) of 57684

Lizzie. Do you think you have a feel for the general project pipeline? The reason I ask is that the enterprise software analyst at BofA said in 2001 that he believed about 40% of the projects that weren't being built were just being delayed, and would ultimately be built. If that is the case it would seem to me that a year later we could have quite a backlog that could be greenlighted when confidence returns, making for quite a growth spurt. Make any sense? Company after company talks about their pipeling growing throughout this crunch, with conversion being the issue. Is that just "be patient" talk, or do you thing there's something to it?

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