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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: High-Tech East who wrote (51595)	9/16/2002 2:14:01 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 64865

Indeed, another leg of the technology downturn now looks likely. Predictions of stabilisation and a rebound in demand have been founded on little more than wishful thinking. This isn't true, software at least has stabilized, enterprise networking (not the carrier side) and b2c ecommerce is actually growing at a fairly robust pace this year. (remember in 1998 b2c e-commerce was driving the entire naz while software was tanking so b2c was considered a large space, then). The really sick side is carrier capex, which was a pretty large portion of tech spending across the board, so if software is able to manage itself without this key vertical then thats pretty good. Not a boom mind you, but not another leg down unless you are sunw or one of the really sick companies. Lizzie