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To: RetiredNow who wrote (59139)4/27/2002 9:07:57 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 77400
 
. I'm also starting to buy back into some tech funds.

Thats great news mindmeld! Although I believe I agree with you that networking infrastructure is the most important tech growth engine for the next upswing (and will probably generate the most $$) - make sure your funds include a few software plays too.

We've experienced massive consolidation in enterprise software during this recession and are down to the same number of companies that existed in 1997/1998 timeframe. That was before the real internet boom. These remaining companies will have tremendous pricing power when growth returns.

Lizzie