Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: rocklobster who wrote (5969)	3/31/2001 4:18:00 PM
From: Bill Harmond	Respond to of 57684

I see your point, but I guess I'm talking about next week's. Just about everyone knows that q1 is horrible. Many leadership companies are selling at book. Some at 1x sales. Remember what Larry Ellison said last month that companies had stopped spending suddenly, even in the middle of deployments. While I headed the Eastern prime-time salesforce at ABC the market siezed up in September, 1990. It was unbelievably sudden. Budgets were pulled back, sell-off requests came in across the industry. It was our first such experience and it was a mind-blower. We know know that it was the first-time effect of real-rime checkout scanner data. Scanners (and obviously the inventory-management systems connected to them) were first widely deployed during the 1980's expansion.