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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Cary Salsberg who wrote (43243)3/6/2001 5:33:02 PM
From: Fred Levine  Read Replies (1) | Respond to of 70976
 
From Merrill

Highlights:
• Budgets are likely to be reduced as the year progresses, so the 9% budget
growth of our last survey might be 5-6% by year end. Europeans are less
likely to cut, but we fear that a softening Europe may be the next shoe to
drop.
• We see strong spending on Windows 2000, NT servers, wireless products,
and storage. Softer areas include consulting, mainframes, printers, and
outsourcing.
• Companies are not slowing their use of Internet technologies because of the
economy. Webification is a strategic priority and a cost saver.
• Still, prioritization is occurring and projects are being delayed. Separately,
in a recent meeting with CIOs we heard that budgets were being reduced
only recently as CFOs lower the boom.
Comment
United States
Technology Strategy
5 March 2001
Steven Milunovich, CFA
First Vice President TechStrat Survey
Survey of 50 U.S. and 20 European CIOs
Reason for Report: Survey Results
Merrill Lynch & Co.
Global Securities Research & Economics Group
Global Fundamental Equity Research Department
RC#30206401
Industry



To: Cary Salsberg who wrote (43243)3/6/2001 5:37:51 PM
From: Fred Levine  Respond to of 70976
 
More from Merrill--It's out of ordeer, but useful--more coming.

TechStrat Insight – 5 March 2001
4
Because they are less likely to be fired, IT managers prefer
to buy from leaders in tough times. The Europeans were
more conservative than the Americans.
We’re going to protect our hardware and software
spending as much as possible and cut people costs.
Average: 4.5
The point here may be that hardware and software are
vulnerable, too. Our last survey found software spending
would be stronger than hardware.
We would consider replacing our PCs with thin clients.
Average: 4.4
Not a high priority today, but there is interest in the future
given PCs’ high cost of ownership.
We would like to replace our SONET/ATM network with
Gigabit Ethernet.
Average: 4.3
We’re “Ethernet everywhere” fans, but it is pretty leading
edge. We view Ethernet as disruptive technology—you
can find Ethernet administrators more easily, and a GigE
network offers a 4-1 cost advantage over networks with the
bells and whistles.
Our IT spending is at risk because of the economy.
Average: 4.2
A lower rating here suggests IT spending may be pared but
isn’t going away. We still expect growth in budgets.
The network remains a bottleneck for us.
Average: 4.1
We were surprised at the lower ratio here, since we’ve
heard CIOs suggest that the network requires constant
upgrading. Maybe we’re in a lull until streaming media
takes off. Network bottlenecks were more evident in
Europe.
We are more likely to outsource operations this year.
Average: 3.8
Again, harder to make big decisions this year, even if there
are cost savings benefits.
We would be willing to outsource our storage to a vendor
like Storage Networks or IBM Global Services.
Average: 2.7
The trust factor is at work here. Most large companies
aren’t ready to outsource their data.
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Copyright 2001 Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S). All rights reserved. Any unauthorized use or disclosure is prohibited. This report has been prepared and issued by MLPF&S and/or one of its
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To: Cary Salsberg who wrote (43243)3/6/2001 11:12:28 PM
From: michael97123  Read Replies (3) | Respond to of 70976
 
"6. We have two political parties, and no party of the left. We don't get offered the best ideas of the left and right;
we are offered the ideas of the center and the far right."

Cary,
You are right. The American left is bankrupt. I would love to see progressive ideas from the left. I would be on your side occasionally. But the left still hasnt gotten over the failure of the Great Society. And it cant accept anything rooted in conservatism as progressive. So what's left is class envy and high taxes. Where are the programs? Where are the new ideas? Most are now coming from the right and some even work. The Democrats are this generations version of the 1950 republicans.
And you are forgiven for being abusive and self-righteous. We all have bad days.. Have a progressive day! and accept good ideas from the entire spectrum. mike