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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: Sharp_End_Of_Drill who wrote (2775)	4/3/2001 5:00:55 PM
From: CommanderCricket	Respond to of 23153

Where's the API's?

To: Sharp_End_Of_Drill who wrote (2775)	4/3/2001 5:20:47 PM
From: cnyndwllr	Respond to of 23153

Sharp, thanks for replying. I appreciate the devil's advocate view, especially in light of the plunge. I can see the day when the infrastructure is built out and there are no geometric advances in quality, in terms of speed, functionality and capacity that consumers want to buy, but not for a while. The point from JimL is interesting in terms of how long it will take to reverse momentum and build up speed in the telecommunications subsector. That would appear to be a case of delayed response to substantial demand as a result of poor business planning and inability to execute as a result of over leveraging. In the meantime, I don't believe the tech revolution is over and the old economy stocks have won the war for investment and equity dollars. gg. Ed

To: Sharp_End_Of_Drill who wrote (2775)	4/3/2001 5:21:38 PM
From: Think4Yourself	Read Replies (2) \| Respond to of 23153

Does anyone see ANYTHING encouraging on the horizon for the tech sector? The memory manufacturers essentially gave me enough memory to stock my machines this week, CPU prices are dropping like a rock, and even video card prices are now dropping. Despite all of this, analysts are now beginning to realize PC sales aren't likely to pick back up this year. Why should they? What's the driving force? You can actually sense the desperation in the voices of the tech analysts on CNBC. Anyone need an analyst that doesn't know how to do his/her own research? A lot of them are about to come onto the job market. Wouldn't want to be living/working in Silicon Valley this summer. Their pocketbooks are going to get hit from every direction (taxes, inflation, unemployment, energy,...). Ed, I am beginning to agree with your statement in the post you just made. It is likely to be all about the old (energy hungry) economy for the rest of the year. Heck, even the gold miners had a good enough day to get mentioned on CNBC today.

To: Sharp_End_Of_Drill who wrote (2775)	4/3/2001 5:33:05 PM
From: The Ox	Read Replies (1) \| Respond to of 23153

Sharp, All businesses run on software, even in the oil patch. I tend to agree with you that ORCL, MSFT and NOVL probably aren't the place to play the software industry in this market. However, one should keep in mind that these companies provide the essential tools that allow businesses of all forms, sizes and industries to maintain their information flow. From general accounting and business systems to engineering, from customer relationship management to employee/human resources, good software allows employees to focus on their jobs, not on the paperwork associated with those tasks. Just thought I'd add a programmer's perspective<vbg>.