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

To: techanalyst1 who wrote (8737)	9/24/2001 2:53:25 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

Hi techanalyst, thanks for the analysis, very interesting. The problem with comparing sebl and other softwares to the 98 lows is that there was a fundamental issue at the time - classic enterprise software was momentarily deemed obsolete by the b2c internets. 98 was really a bear year for software. Having said that, the fundamentals of the software business are actually worse than 1998 right now! But it seems like software is in parity with everything else, going down - no corporate purchasing at all. Lizzie