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Strategies & Market Trends : Dave Gore's Trades That Make Sense -- Ignore unavailable to you. Want to Upgrade?

To: Dave Gore who wrote (7969)6/13/2002 10:12:13 AM
From: JakeStraw  Respond to of 16631
 
My guess would be - ORCL, EMC & CSCO.



To: Dave Gore who wrote (7969)6/13/2002 10:26:30 AM
From: Bruce A. Brotnov  Read Replies (1) | Respond to of 16631
 
Dave, if typical government contracting, it won't go to the most qualified, but to a company that is in a key politicians home state, a company that don't speak english or have white male employees, hasn't had a previous government contract, just getting started, etc. LOL Thus, it is hard to say until contracts are awarded or grants given away. Being politically correct is more important than obtaining the best company for the job in most cases.

bruce



To: Dave Gore who wrote (7969)6/13/2002 10:29:17 AM
From: Dale Baker  Read Replies (1) | Respond to of 16631
 
You have to look for firms that already have government clearances and do government work. ACN will get some of that on the consulting side, other big players may be CSC and the established cleared contractors. Not sure which software vendor will benefit most but I doubt it will make a huge difference compared to their private sector sales.

A lot of that money will go into new personnel hiring too, FWIW.


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