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: StillHolding who wrote (13869)	9/13/2002 5:00:36 PM
From: Lizzie Tudor	Read Replies (3) \| Respond to of 57684

I was thinking orcl,sebl,sap,psft in the applications area, beas as a wildcard in infrastructure. Thats on the enterprise side. On the consumer end I know adbe is popular but I don't know that side as well. Analytics is heating up as a space but there's a bunch of startups in that and I guess they will be acquired by the biggies above, so no real pure plays there? I2 is an analytics company but they are so burdened with overhang I don't know if they can exploit the opportunity. L