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.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Road Walker who wrote (145712)	10/19/2001 1:45:16 PM
From: GVTucker	Read Replies (2) \| Respond to of 186894

It is indeed an ML survey, dated 17 Oct. A summary of the bullet points: --In our first post-attack survey, we find that three-quarters of users have seen their business negatively impacted. As a result, IT budget growth next year looks to be 2% compared with 5% in our last survey. --The timing of the recovery has moved out about three months form 2Q to 3Q of next year. U.S. CIOs are more cautious than the Europeans. --Almost 70% expect to upgrade at least some PCs next year, indicating a good second-half PC cycle if the economy cooperates. Interest in Windows XP was more muted but solid with 38% planning adoption. --Pricing pressure on vendors could be intense next year with PCs, storage, and servers most affected. --Outlays for security software, disaster recovery, and remote access should rise. Non-critical and emerging technologies could get squeezed. Merrill conducts this survey monthly, contacting 50 U.S. and 15 European CIOs.