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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 327.03+2.5%Jan 16 3:59 PM EST
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To: The Ox who wrote (6096)5/16/2003 12:39:12 PM
From: Cary Salsberg  Read Replies (1) of 25522
 
RE: "I think you are way off base here or maybe I just misunderstood your point."

Guess which one I think is true!<g>

First, I don't equate IT with software or computer science. Software and computer science have universal application, while IT is primarily concerned with data involved in business processes.

Second, I question the incremental importance of IT "information." Sure, just in time manufacturing requires information, but that is being done. Stocking store shelves in huge supermarkets requires information, but that is being done. Software has played an important part in Genomic research, but I don't think that falls under the rubric of IT.

The investment community and the computer industry is waiting for the return of IT spending. Business must replace Y2K computers they say. I am sure that spending will pick up when the economy picks up, but I don't think that this kind of IT spending will drive the economic recovery. The average worker is more excited about an electronic entertainment center in his family's mini-van or SUV then an upgrade from 500MHz to 2.8GHz in his business PC which is used for email, spreadsheets, word processing, data base retrieval, and to access corporate and industry websites.
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