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

To: techanalyst1 who wrote (10663)	2/27/2002 5:37:27 PM
From: Bill Harmond	Respond to of 57684

Ariba and FreeMarkets Rise on Upgrades thestreet.com

To: techanalyst1 who wrote (10663)	2/27/2002 9:05:08 PM
From: Wizard	Read Replies (1) \| Respond to of 57684

>>does it sound like they'll maintain that spending through the year? Well at this point last year, there had already been a major round of budget cuts. If there is a double-dip recession, then there probably will be another few rounds of budget cuts. EMC supposedly had a very bad February. Veritas has closed a lot of deals and is ahead of plan through 2 months. CSCO is facing seasonality. This market is wild. I am used to the volatility but a double dip recession is an unpleasant thought. The numbers so far just don't bear out such a scenario but the stock market is one smart animal and telco/VC hangover is not getting better anytime soon.