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Politics : Ask Michael Burke

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To: Cynic 2005 who wrote (8119)	12/27/1996 12:21:00 PM
From: hpeace	of 132070

mohan.the rate of increase in profits will slow down in 1997 and cause market tank for awhile. i've looked at all the numbers and no ones going to cancel servers?? they want to continue with the servers bec. it's cheaper to run business with servers than mainframes. At present profit per employee is great but next yr. the rate of increase in profit will be slower but you don't stop IS projects during these times.. recent history shows (last 30 yrs)that you take the slack times and accelerate your IS projects becuase it is easier to implement IS stuff when the master schedule is going straight up. can I see evidence of you and sid's contention. remember I'm looking at the benchmarks. the IS budgets for the companies and the expected budgets. pick a compnay and let's discuss. there we didn't mention the compnay making 60k profit per employee. cpq will not cancel any of their $200mm IS projects in 1997. what you'll are missing is the street will tank evreything .. shoot first and ask questions later. but the good technology compnaies will have great qtrs..so street picks them back up when they discover no one cancelled their server orders<g> there is a crash but your reasoning on server cancelled is inaccurate and cannot be porven in history and will not happen in '97. the street doesn't need any reason to tank tech. they have done it since 1982 w/o reasons.

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