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

To: techanalyst1 who wrote (9627)	11/13/2001 6:10:59 PM
From: Wizard	Read Replies (1) \| Respond to of 57684

>>"I can live with a range" You sound like most tech CEO's who are assuming a weak/flat economy for next 4 quarters when setting guidance but are nevertheless optimistic that things could get better. Activity and pipelines have picked up but closure rates are unknown. Closure rates are so depressed now that we are bound to improve as even a dead cat bounces a little bit right?? Maybe not... I have never actually thrown a dead cat. I have thrown a few chairs out my window this year but they didn't bounce.... This could be a very good quarter or it might be an ok quarter but either way, most companies are not going to dramatically exceed estimates. They will build backlog. Valuations deserve to go up as backlog is built, even though you don't see it in consensus estimate changes... "Highlights from the 2001 Gartner SoundView IT Spending Survey A few key points from today’s presentation of the Symposium survey results: Q4 spending looks like it will be somewhat seasonally strong…enough to support sequential increases in revenue for the December quarter. The strongest overall categories of spending look to be: Infrastructure Software, Applications, Windows Migration, Security and Storage. On the opposite side of the ledger, spending plans on desktop computers look weak again. BOTTOM LINE: Next year looks to be OK - not a decrease that some had feared. Spending priorities will shift, with Infrastructure, Applications and Security the beneficiaries."