Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bill Harmond who wrote (13643)	8/26/2002 1:11:59 PM
From: Lizzie Tudor	Read Replies (6) \| Respond to of 57684

yeah I would include business objects as a little more "infrastructure", along with hyperion and some others. Just like Oracle saw, the engine business come back first, classic applications like sebl seem to be last. Fine with me, a rolling bull is great I can just go from space to space in software. RETK for example, a good company, probably last to move. Then, when software's done there's still networking left to rally. Did you see the yahoo article I posted that naz listings are at a 19-year low? Thats ridiculous, 1983 come on. It doesn't talk about available shares though. Still, it just goes to show the level of consolidation that has occurred. L