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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (16020)	2/5/2003 2:02:21 PM
From: Lizzie Tudor	Read Replies (1) of 57684

I was skeptical that software could be one of the better sectors to lead out of this depression. But what I think the mkt is saying is that internet content is not as mature as the phase 1 hardware buildout (routers and PCs). Stepping back it makes sense, I know companies like Gap have all this hardware in place but keep reworking their online store. Sometimes the addition of new software (they just went websphere) causes a hardware upgrade. But the driver is the software. So maybe I'll go light on the semi's, semi equips and networkers for this recovery even though they are so cheap in favor of software and internets. Of course long term the hardware guys will be back because the infrastructure is only phase 1 anyway, just like those first PCs in 1980. This happened in the PC bust mid 80s too- Comdex planners file for Chap. 11, agree to acquisition siliconvalley.com

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