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

To: fedhead who wrote (10427)	1/30/2002 11:41:36 PM
From: Bill Harmond	Read Replies (3) \| Respond to of 57684

My take of the best stories at this week's Banc of America Securities tech conference are UTSI, DGIN, MANH, SEBL, BRCD, ONIS "the real deal", and PRSE. The workshops were very good, the most bullish enterprise and ebusiness software (no runaway, though). Interesting that he thinks about 50% of the business not written during the last two years will come in. The most guarded was semiconductors because of unit pricing due to their awesome productivity now. Vreisign put up numbers that showing Internet traffic as reprtesented by DNS lookup counts at 5 billion a day now, compounding at 218% per year. The Internet is alive and well.