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Strategies & Market Trends : Groundhog Day -- Ignore unavailable to you. Want to Upgrade?

To: MulhollandDrive who wrote (4153)	5/10/2002 2:47:41 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 6346

the b2c software mkt is solid though. In y2k maybe 5% of brick and mortars had a quality online presence. Some like walmart and toysrus had all these false starts. So we're coming back slowly putting all the brick and mortars online. Albertsons is doing groceries now and banking e-commerce is heating up. Thats where the growth will be in software this year which is all over the map vendor-wise. Still, this is new business not working through overhang like some of the other sectors have. Therefore I'm bullish fundamentally at these levels but that depends on whether the mkt holds up since software doesn't lead. L