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To: gypsees who wrote (3083)6/13/2002 10:23:43 AM
From: Dave Gore  Respond to of 17639
 
ALL ---- Government IT-Security spending will be up 56%. What do you guys think are the key stocks to benefit.

We should also begin to think about what stocks will benefit from a cheaper U.S. dollar. CPQ always did for instance and any company that has lots of sales overseas.

These are two key areas I want to brainstorm and get opinions. I'd like to see people work together more on SI.

Thoughts? Let's brainstorm. It's a little early but pre-announcements are starting to come in now.