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Pastimes : Ask Mohan about the Market

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To: kormac who wrote (8073)	11/16/1997 11:41:00 AM
From: Rational	Read Replies (2) of 18056

Seppo: It seems to me that the recent (1992-1997) over-demand for capacity expansion was fueling the "growth" everywhere because capacity builders were consumers. The capacity build-up was aimed at selling products to common people who seem to have been choked by now with an over-supply of goods. That is why, I see a down-turn in most goods producers. This also means that the service sector will boom. The reason for why IBM and DEC are standing tall is because of their ever increasing strength in service which they call "enterprise solution." Intel, on the other hand, is languishing because it produces goods that can be more easily replicated than skilled service. The skilled service sector will, in general, do well, especially due to an ever-increasing demand for talent. Sankar

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