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Strategies & Market Trends : The New Economy and its Winners

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To: Lizzie Tudor who wrote (15866)	1/22/2003 5:42:14 PM
From: Lizzie Tudor	Read Replies (1) of 57684

I'm fairly amazed at software numbers here. Psft 30mm over estimates on the revenue side tonight. That is still down 5% from last year, but the climate for software last january was very strong. Last night we had upside in webmethods and JDAS (retail) also Henley from Oracle reiterated guidance. Message 18476979 CEOs are still underpromising and the jobs climate at least for software is bad, in 2002 they decided to prune to a no-growth environment and outsource. The big question is, is this a repeat of last year or are we finally launching to a new more robust growth period, with some 30% y/y revenue numbers for some of these companies.

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