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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Venkie who wrote (27302)	12/27/2000 12:30:33 PM
From: Boplicity	Read Replies (1) \| Respond to of 65232

next year will be ok as long as you follow the right sector in the correct order while they recover, which will be something on the order of the following; Software(database, CRM, but not opsys or b2c related) Storage (it will take time for the market to see through the haze but it will) Computer Hardware (all those the PC will have to be replace a sometime I figure sometime in the last six months to three months of the year we will see signs of the recover, servers will be ok, but workstations will not, since PC have so much power now, the lines are blurring for all but the most intensive workstation needs) Semi, (communiction chip biz will take a longer time then most but cell phone chip biz will shine, the equipment suppliers will be the last to recover due over building, end of the year at best for them) last but not least Infra, (it will take better part of next year, I see consolidation in not only the providers but also in the suppliers for wireland but wireless will be good). That's how I see it. Greg