To: Carl R.  who wrote (161 ) 7/4/2001 11:18:35 AM From: Thomas DeGagne  Read Replies (1)  | Respond to    Earnings and revenues continue to be ugly in almost all sectors of technology.  The key question is: When will spending bounch back?  Since the economy seems to have avoided a recession I believe that spending will resume in the fourth quarter as companies seek to spend their budgets before year end.  The third quarter earnings will likely indicate which companies are gaining market share.SAP Portals Announces Strategic Alliance with Baan