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Strategies & Market Trends : The New Economy and its Winners

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To: techanalyst1 who wrote (14379)10/17/2002 6:33:48 PM
From: Lizzie Tudor  Read Replies (2) of 57684
 
I'm not overly thrilled with the revenues I'm seeing in SAP, Psft of sebl. Beas is a standout and doing well thus far.

I'm just comparing this to brcm or qlogic, those guys are doing 30-40% more revenues than this qtr last year- software is obviously a laggard and I'm not sure I want to wait around for turn.
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